Account Executive - Real Estate

Account Executive - Real Estate

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you're not just improving clients' risk profiles, you're building trust. You'll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve.

At Gallagher Affinity, we're shaping the future of insurance with innovative solutions and a commitment to excellence. As an Account Executive - Real Estate, you'll play a key role in helping real estate professionals protect their businesses and reduce risks. You'll work in a collaborative environment where your ideas and drive can make a real impact.

In this role, you'll connect with real estate professionals to understand their unique needs and provide tailored insurance solutions. You'll build strong relationships, act as a trusted advisor, and help clients navigate complex risk management challenges. Your day-to-day will include reaching out to new clients, managing accounts, and collaborating with internal teams to deliver seamless service. You'll also stay ahead of industry trends to ensure clients get the best coverage options.

Here's what you'll do:

• Build and maintain relationships with clients, offering expert advice on insurance and risk management
• Develop new business opportunities through proactive outreach and marketing
• Collaborate with colleagues to create proposals and deliver innovative solutions
• Stay informed about market trends and regulatory requirements to ensure compliance
• Customer Service: First point of contact for additional new business applications/policies within the CRES program Servicing of new business E&O applications that are associated with the CRES program Answer coverage questions and be point of contact for their prospects and clients
• Sales: Be an Account Executive for the CRES Real Estate program Target of $300,000 in new business sales (first year) Target of $60,000 revenue bound (first year) Increase premium and revenue targets each year by 15% Target of 60 prospecting calls per day Calls would be logged in CRM System (Macaw) with comprehensive notes added in the system Forward-thinking vision to pursue potential group/sponsored business opportunities and program enhancement Bound Percentage target of 30% Target of 15 policies bound per month (first year) Ability to receive and handle high-level or escalated consultations Develop extensive knowledge of ancillary insurance products and find opportunities to cross-sell these products to our E&O insureds Prospecting larger sponsored businesses/brokers/associations/other business opportunities
• Program Management: Collaborate with leadership and Account Specialist team to identify high-value renewal clients Assist Account Specialist team with client renewal process when needed Retention Goal of 88-92% Attend industry conferences and work with leadership and Marketing on ad placement, giveaways, lead generation, and overall brand awareness Identify areas of opportunity to shine as thought leader in the real estate space (presentations, webinars, articles, partnerships)
• Marketing: Help with sourcing of unique article content by sharing client feedback and real estate market trends Assist Marketing with surveys relative to products/service benefits Review "Health Checkup" campaigns to strengthen customer engagement

About You You're a proactive, client-focused professional with a passion for delivering results. You thrive in a fast-paced environment and enjoy building relationships. You're organized, analytical, and ready to take on challenges. Here's what you bring:

• At least 3 years of experience in insurance brokerage, risk management, or a related field.
• A bachelor's degree in Business, Finance, Risk Management, or a related discipline.
• Strong communication skills and the ability to manage multiple accounts.
• A valid P&C insurance license or willingness to obtain one within 90 - 120 days of employment.

Join us and be part of a team that's making a difference in the real estate industry. At Gallagher, your growth aligns with your aspirations, and your ideas shape the future.

Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more...

We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.