Commercial Insurance Account Manager - Real Estate

Job Title:
Commercial Insurance Account Manager – Real Estate

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.

• 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.

• 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 employer's discretion.