Associate Account Executive, Real Estate

At Sterling Risk, our employees are the driving force behind our success. We take pride in going the extra mile to support our employees, reinforcing our commitment to being a Great Place to Work and a Fortune Best Workplace. We foster a culture where new ideas and diverse perspectives are not just encouraged but valued. Our Values Blueprint, centered on Integrity, Innovation, Collaboration, Care & Respect, and Excellence, shapes our daily operations, making us a leader in the insurance industry.

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success.

• Ensure that all work product meets or exceeds client expectations
• Work collaboratively and independently with producers and clients to service existing and new accounts
• Evaluate existing coverage and make recommendations to clients as needed
• Responsible for compiling and managing information regarding account renewal, rounding and cross‑sell opportunities
• Adherence, compliance and full utilization of all technology tools (i.e. TAM, EPIC, Outlook)
• Ensuring that all relevant documents are attached to EPIC
• Updating policy applications as needed assuring that all are accurate and current
• Achieve objectives and goals as implemented
• Meet service and sales delivery standards
• Perform essential functions to the quality and service standards developed by Sterling Risk
• May be assigned special projects from time to time
• Service and monitor assigned accounts
• Provide/coordinate technical and other support to Account Executive, producer, and clients
• Oversee work assigned to Team Associate
• Schedule and attend client meetings
• Coordinate renewal strategy meetings
• Track renewal time frames to ensure that all are aware of pending dates
• Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures
• Process required supplemental applications and appropriate excess lines forms
• Ensure the accuracy of binders, certificates, policies, audits, endorsements, and other related items
• Determine and implement appropriate billing/financing and processes
• Order, issue, and verify accuracy of proposals completed by others, prepare proposals as directed by account executive, summaries of insurance, schedules, binders, certificates, policies, endorsements, audits and other related items
• Process renewals according to agency procedures
• Act independently when managing and servicing assigned accounts during renewal meetings with clients; includes strategy determination, marketing and carrier negotiations
• Review policy audits; verify accuracy and facilitate corrections as needed
• Identify exposure to loss; recommend appropriate coverage
• Process incoming mail, e‑mail and telephone requests; respond promptly and appropriately
• Analyze requests for cancellations; act accordingly to retain accounts
• Any other duties as requested by management
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
• Interact with others effectively by utilizing good oral and written communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business goals of Sterling Risk

• Not applicable for this role

• Proficiency in Outlook, Excel, Word, and EPIC
• Knowledge of insurance products, coverages and…