Senior Account Manager - Real Estate

Job description

Job Summary Description:

- Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards.

- Oversees the servicing of a designated book of business as relating to marketing, claims, and administration

- Researches an issues’ root cause, implements, and resolves policy-related issues

- Recommends potential enhancements or improvements to processes, products, and/or policies

- Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.

- Develops financial models and reports for Client and more senior staff, provides interpretation and implication of analysis, as well as recommendations

- Provides expertise in strategic planning and consultative advice to clients, including the production, analysis, and recommendations for changes to coverage plans

- Engages in Client strategy meetings to manage insured expectations for upcoming term

- Develops and presents coverage plan and renewal terms to Client

- Assesses and interprets exposure information from the Client

- Analyzes quotes from carriers to determine appropriate recommendations

- Interprets and evaluates policy terms to ensure adequate coverage for Client’s identified exposures

- Facilitates Client premium financing

- Participates in negotiations with carriers for new and renewal quotes

- Collaborates with senior staff in selecting new markets for submission and requesting quotes

- Reviews new business opportunity information and provides related recommendations to Unit Manager/Account Executive

- Establishes and maintains relationships and interfaces with Clients, carriers, and other vendors

- Researches and understands industry trends and government regulations

- Mentors and trains junior-level staff

- Performs other responsibilities and duties as needed

Requirements Qualifications:

- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent

- Typically, more than 7 years of Client services experience is required

- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

- Strong verbal and interpersonal communication skills required

- Demonstrates strong working knowledge and experience within brokerage industry

- Understands industry trends and governmental regulations

- Ability to complete continuing education requirements as needed

- Ability to attend company, department, and team meetings as required, including industry training sessions

- Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information

- Ability to efficiently organize work and manage time to meet deadlines

- Ability to travel by automobile and aircraft

- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine

- Ability to work on a computer for a prolonged amount of time

- Ability to work outside of normal business hours as needed

- Legally able to work in the United States