Real Estate Account Executive jobs in United States
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Virtus · 2 months ago

Real Estate Account Executive

Virtus is a next generation insurance consulting firm looking for innovative individuals to join their team. The Account Executive - Real Estate will be responsible for managing a Book of Business, developing client relationships, and leading a client success team to provide exceptional risk management services.

Auto InsuranceCommercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceProperty Insurance
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Growth Opportunities

Responsibilities

Acquire and develop deep understanding of client’s business model and specific risk profile including tolerance to risk retention
Develop strong client relationships and provide clients with exceptional and consultative risk management experience
Identify client exposure to risk/loss and provide strategy to avoid loss through a variety of means including insurance risk transfer
Create detailed service plans driven by client goals, strategies, and business model
Develop marketing plans to include creation of insurance specifications, timelines, and complete market selections
Actively leads and monitors the new business and renewal processes. Ability to quickly gain trust and negotiate skillfully in difficult situations both internally and externally
Understand, create, and implement complex insurance concepts and programs
Create, cultivate, and sustain carrier relationships
Proactive awareness and understanding of market changes, judicial and legislative outcomes, and new/changed market products
Experience with upper, middle market accounts with $250k - $750k revenue
Ability to explain complex insurance concepts in an easy and relatable manner
Ability to articulate and deploy Virtus services to prospective and existing clients including cross-sell opportunities
Strong attention to detail and exceptional public speaking skills
Get business, keep business and develop direct reports

Qualification

Client relationship managementRisk management experienceInsurance program implementationCPCU certificationProperty & Casualty licensePublic speakingDetail-orientedTeam collaborationNegotiation skills

Required

Lives the Virtus Core Values – brings their A game and a great attitude each day
Is detail-oriented, service motivated, and accountable to working harmoniously and thoroughly with their team to achieve results that are aligned with Virtus' company goals (and they're big!)
Enjoys working in an empowered, entrepreneurial environment of innovation and creativity
Showcases their natural and specialized technical skills through drive, determination, and self-discipline
Excels at working with company systems and technology and demonstrates values of work product integrity and quality
Acquire and develop deep understanding of client's business model and specific risk profile including tolerance to risk retention
Develop strong client relationships and provide clients with exceptional and consultative risk management experience
Identify client exposure to risk/loss and provide strategy to avoid loss through a variety of means including insurance risk transfer
Create detailed service plans driven by client goals, strategies, and business model
Develop marketing plans to include creation of insurance specifications, timelines, and complete market selections
Actively leads and monitors the new business and renewal processes
Ability to quickly gain trust and negotiate skillfully in difficult situations both internally and externally
Understand, create, and implement complex insurance concepts and programs
Create, cultivate, and sustain carrier relationships
Proactive awareness and understanding of market changes, judicial and legislative outcomes, and new/changed market products
Experience with upper, middle market accounts with $250k - $750k revenue
Ability to explain complex insurance concepts in an easy and relatable manner
Ability to articulate and deploy Virtus services to prospective and existing clients including cross-sell opportunities
Strong attention to detail and exceptional public speaking skills
College degree with insurance experience and 2+ years of independently managing book of business
Able to work in a fast-paced, team environment with minimal instruction
Get business, keep business and develop direct reports
Active Property & Casualty license required

Preferred

Experience in creating complex and large real estate risk management and insurance programs
Experience with constructing and managing complex program placements, including but not limited to, self-insured retentions, plus-aggregate deductibles, captives, etc
Experience evaluating and placing management liability, cyber, professional liability, and other specialty coverages
CPCU and other professional and insurance designations

Benefits

Health/401(k)/dental/vision
Unlimited PTO

Company

Virtus

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Virtus provides insurance brokerage and consulting services.

Funding

Current Stage
Growth Stage
Total Funding
unknown
2022-07-21Acquired

Leadership Team

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Andrew Gray
Chief Executive Officer
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D.J. Steinmeyer
Chief Operating Officer and General Counsel
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Company data provided by crunchbase