Senior Account Executive, Real Estate

September 15, 2024

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Logo of Risk Strategies Company

Risk Strategies Company

Risk Strategies Company is a comprehensive insurance brokerage and risk management firm. It offers a wide range of services including commercial insurance, employee benefits, private client insurance, and specialty risk management solutions tailored to the unique needs of businesses and individuals. With expertise across diverse industries, Risk Strategies provides innovative and customized solutions to mitigate risks and optimize coverage. Their client-centric approach ensures personalized service and dedicated support, making them a trusted partner in managing risk and developing resilience.

Insurance • Brokerage • Property & Casualty • Employee Benefits • High Net Worth

5001 - 10000 employees

🏢 Enterprise

💸 Finance

📋 Description

• Serve as Team Lead on a $1.5M book of business consisting of large real estate accounts. • Engage with clients, create proposals/presentations, and prioritize daily requests. • Assist in Real Estate Program negotiations, data manipulation in excel, and thorough technical review of all program quotes/policies. • Establish and develop new carrier relationships. • Work with the Philadelphia team on new business submissions, reviewing quotes, proposals, and presentations. • Underwrite and review new business in RE program at peak times of the year. • Assist in RE renewal (quoting and renewing in Data base).

🎯 Requirements

• 5 years+ Commercial Lines client management experience • Valid P&C brokers’ license • College degree preferred • Industry specific designations preferred- CISR, ARM or similar • Proficient in insurance agency management systems, AMS 360 and Work Smart preferred • Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures & experience reporting • Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information • Understanding of marketplace trends and best practices to best meet client needs

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