Job Description
Job Title: Commercial Insurance Account Manager Real Estate
Job Summary
Seeking a detail-oriented motivated and experienced Commercial Insurance Account Manager with a focus on real estate accounts. This role involves cultivating strong client relationships providing tailored insurance solutions and managing the day-to-day servicing of a portfolio of commercial accounts. The position plays a key part in ensuring clients risk management needs are addressed efficiently while contributing to a collaborative and client-focused environment.
Responsibilities
- Serve as the primary point of contact for real estate clients managing all aspects of their commercial insurance needs.
- Assess analyze and tailor insurance policies to provide comprehensive coverage solutions aligned with client objectives.
- Provide timely and accurate service including policy renewals endorsements audits and mid-term modifications.
- Educate clients on coverage options and advise on risk management strategies specific to the real estate sector.
- Collaborate with underwriters carriers and internal teams to negotiate terms rates and conditions.
- Build strong relationships with clients by offering exceptional service and demonstrating knowledge of industry trends and challenges.
- Handle claims efficiently by coordinating between clients and carriers to ensure timely resolution.
- Maintain thorough documentation of client interactions policy changes and claims management in accordance with organizational and regulatory guidelines.
- Stay updated on industry trends and regulatory requirements to deliver compliant and informed solutions.
Qualifications/Requirements
- Experience:
- 4 years in commercial insurance account management preferred
- Previous experience handling real estate/habitational accounts preferred.
- Licensing: Holds an active P&C (Property and Casualty) insurance license.
- Technical Skills:
- Proficient in agency management software and related technology tools.
- Strong knowledge of commercial insurance products policy coverage and risk management strategies.
- Proficient in Microsoft Office (Word Excel Outlook).
- Communication Skills: Excellent verbal written and interpersonal communication skills with the ability to explain complex coverage options clearly.
- Customer Service Skills: Dedicated to delivering exceptional service and fostering long-term client relationships.
- Problem-Solving Skills: Able to manage complex tasks and prioritize client needs in a fast-paced environment.
- Other Attributes: Highly organized detail-oriented self-motivated and collaborative with a commitment to continuous learning.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
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Required Experience:
Manager