Client Executive - Real Estate
Core
Retain existing Commercial Insurance accounts and generate new business for the Real Estate sector.
Role type
Senior Commercial Insurance Broker (Real Estate)
Builds
Commercial insurance policies and risk management solutions for real estate clients.
Domain
Insurance / Real Estate
Required skills
Commercial insurance coverages knowledge, Producer's license, Account management, New business development, CRM management, Financial analysis
Preferred skills
Excel, Word, PowerPoint, Travel for client visits
Technologies
Excel, Word, PowerPoint
Responsibilities
Review and analyze commercial accounts for coverage and limits; Develop and maintain client relationships; Coordinate with risk services and account management; Handle insurance procurement and prepare applications; Present client proposals based on needs and rates; Collect premiums and arrange financing; Identify and qualify new prospects; Participate in sales meetings and maintain production reports.
Seniority
Senior, hands-on IC