Executive Account Manager; Real Estate niche), Commercial Lines

Description

Work Arrangement:
This role may be either fully remote or hybrid. If fully remote, it is with the expectation of working remotely on a full-time basis from an approved work location, with in-office presence and travel as required. If a hybrid schedule, it is with an expectation of approximately 3 days per week working on-site in Glastonbury, CT with flexibility for remote work with manager approval.

The Executive Account Manager serves as the lead service team member for a portfolio of large, complex real estate accounts, typically a minimum of $50,000k in annual commission revenue. Working closely with the Risk Advisor, this role is responsible for the day-to-day servicing of sophisticated insurance programs, including coverage administration, renewal coordination, marketing support, carrier communications, policy analysis, client deliverables, and issue resolution.

The Executive Account Manager brings advanced technical insurance expertise, ensures exceptional service execution, and helps drive client retention through accuracy, responsiveness, and operational excellence.

• Manage insurance programs for habitational, mixed-use, retail, office, industrial, property management risks, etc.
• Manage policies, endorsements, audits, certificates, binders, claims, and coverage changes.
• Partner with Risk Advisors on renewals, carrier marketing efforts, carrier negotiations, and client deliverables.
• Analyze policy language, identify exposures, and recommend coverage solutions.
• Lead complex renewal processes to ensure accuracy, timeliness, and quality.
• Prepare and maintain applications, loss data, schedules, proposals, and coverage summaries.
• Resolve complex coverage, carrier, and client service issues.
• Maintain statements of values, ownership schedules, premium allocations, lease reviews, and related property data.
• Communicate proactively and collaborate with clients, carriers, and internal teams to deliver exceptional service.
• Identify opportunities to improve service efficiency, consistency, and client experience.
• Support client retention through technical expertise, responsiveness, and service excellence.
• Provide mentorship, guidance, and knowledge support to service team members.
• Maintain expertise in insurance products, carrier appetites, market trends, and emerging real estate risks.
• Maintain accurate documentation and activity records in agency systems.
• Follow agency processes, confidentiality standards, and meet quality metrics.
• Work on projects and other work as assigned.
• Effectively utilize MS Office, including advanced Excel skills, agency systems, and other business technologies.
• Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
• Collaborate across teams to support clients and agency goals.
• Demonstrate alignment with our purpose, values, and culture.

• Advanced technical knowledge of commercial property and casualty insurance coverages.
• Advanced client service experience managing complex real estate insurance programs and property portfolios.
• Strong understanding of coverage analysis, policy interpretation, and risk exposures.
• Ability to independently resolve complex client, carrier, and coverage issues.
• Advanced knowledge of underwriting practices, carrier appetites, and market conditions.
• Experience with statements of values, ownership schedules, premium allocations, and lease reviews.
• Exceptional organization, prioritization, and attention to detail.
• Strong analytical, problem-solving, and critical-thinking skills.
• Professional and effective communication skills with clients, carriers, and colleagues.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proven ability to build strong working relationships and…