Account Manager Real Estate

Commercial Account Manager

We are seeking an experienced and detail-oriented Commercial Account Manager to join our Real Estate team. This role is responsible for the day-to-day servicing of a designated book of business, with a strong emphasis on policy management, client communication, and internal coordination. The ideal candidate will have a solid understanding of real estate insurance programs, including property, general liability, umbrella/excess, and ancillary coverages.

Primary Duties & Responsibilities:

• Manage a book of commercial real estate accounts with varying levels of complexity
• Serve as the primary day-to-day contact for clients, ensuring high service standards and responsiveness
• Coordinate and manage all aspects of policy renewals, including data collection, applications, and marketing to carriers
• Review and compare insurance quotes and proposals, making coverage recommendations aligned with client needs
• Issue certificates of insurance, process endorsements, and track premium payments
• Work closely with producers, underwriters, and other internal teams to deliver timely and accurate information
• Maintain up-to-date client records in the agency management system (EPIC)
• Stay informed on industry trends and changes impacting the real estate and insurance sectors
• Assist in onboarding new clients and ensuring smooth transitions
• Proactively identify coverage gaps, risk exposures, and opportunities to enhance programs

Qualifications & Requirements:

• 3+ years of commercial P&C insurance experience, preferably in an agency or brokerage setting
• Knowledge of real estate-related exposures and coverages
• Active Property & Casualty insurance license
• Proficiency in agency management systems and Microsoft Office Suite
• Excellent communication, organization, and problem-solving skills
• High attention to detail with the ability to manage competing priorities
• Team-oriented with a client-first attitude
• Experience handling large schedules of properties and layered/excess liability programs

Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and over 5,000 employees across the US and Canada.

Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America's Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.