Account Executive

Account Executive
Location: Lake Success, NY
Salary: $170,000–$225,000
Bonus: Five-figure performance bonus
Commission: 50% (no selling required)
Flexibility: Hybrid schedule with remote days
Benefits: Fully paid medical, dental, and vision
Retirement: 401(k)
Culture: Perks and stability of a family‑owned firm

Responsibilities

• Manage a portfolio of Data Centers, large property developers, hi‑rise mixed occupancy and commercial real estate business.
• Market new and renewal accounts.
• Gather and decipher underwriting data.
• Evaluate existing coverages and make recommendations as needed.
• Day‑to‑day client contact fostering an excellent relationship with clients and carriers.
• Review policies and quotes for accuracy.
• Formulate proposals and attend client and prospect meetings.
• Coordinate pre‑renewal and strategy meetings.
• Review audits and endorsements for accuracy.
• Prepare professional submissions for the marketplace.
• Authorize the release of quotations, proposals, certificates and applications.
• Review and audit policies to ensure compliance and coverage.
• Manage renewal list ensuring all data has been requested.

Qualifications

• Minimum 10 years’ brokerage experience, including 5 years working with real‑estate clients.
• Active Property & Casualty broker’s license.
• Extensive knowledge of the real‑estate insurance marketplace, products, coverages, and underwriting protocol.
• Capable of understanding written and oral communication along with abstracting information.
• Able to prioritize and adapt to an ever‑changing environment.
• Proficient with EPIC, Excel, Word, and Salesforce.