Virginia - Remote Option
Date Posted

Account Executive - Commercial Lines ( Real Estate

Our client is a privately held insurance agency headquartered in the heart of Fairfax County. As an all-lines insurance broker, they have been serving domestic and international communities with success since 1970.

They offer a wide range of insurance products and risk management services, including Embassies & Diplomatic Missions, Commercial, Life and Disability, Employee Benefits and Private Clients.

As the recipients of the GOLD Stevie Award for Best in Customer Service, their standards for providing the best customer experience are extremely high.

Looking to take your career to the next level with a global insurance player based in Northern Virginia? The successful candidate will be responsible for managing a book of high-profile real estate accounts.

This opportunity offers:

  • Opportunity to work in a diverse and international company culture
  • Significant opportunity for professional growth
  • Work 100% Remotely
  • Young and Energetic Corporate Culture
  • Jump on the train - this firm has doubled in size in past three years to more than 70 employees
  • Manage the client relationships of high-profile accounts as an Account Executive

Job Description
The primary functions of this position are to manage a book of business comprised of middle markets larger Property & Casualty insurance clients (within the Real Estate sector) with an emphasis on full client retention.

The Account Executives (AE) provide quality service to clients, manage and control client relationships, and support Producers in their efforts to attract and retain clients.

The Account Executive will be the day-to-day liaison between the insurance company and designated accounts. The AE is responsible for the successful fulfillment of corporate strategies and compliance with company workflows and procedures.


  • Assist producers and other department staff in closing larger/complex new business as needed.
  • Manage daily servicing of clients which includes contract analysis, coverage and exposure
    analysis, endorsement activity, problem-solving, renewal management, preparation of
    quotes/proposals, and binding of coverage.
  • Assist in managing new business and renewal workflows of the department.
  • Analyze coverage for gaps and coverage enhancements for new business opportunities, including
    review of prior policies.
  • Create Broker of Record (BOR) letters and submit to carriers for acceptance.
  • Oversee and delegate tasks to other team members as needed to ensure the client’s needs are
  • Perform all technical and clerical functions for the assigned book of business to ensure the
    insurance service needs of individual clients are met.
  • Maintain proficiency in all technical aspects of the position including policy review, limits, coverages, program design, solvency issues as well as excess & surplus lines placements.
  • Remarket and manage renewal activities with the Account Manager/Account Executive/Producer.
  • Address client needs by communicating with the client to ensure that all appropriate resources are being utilized.
  • Develop and maintain complete, accurate, and timely data in EPIC according to NFP Standards, Policies & Procedures. Qualifications/Experience


  • Minimum of 5 years in Commercial Property & Casualty insurance agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting, and rating concepts. Expertise in habitational and commercial real estate is a must.
  • Ability to manage a book of business with the following characteristics: Ø Average Book of Business Premium Total: $6MM to $8MM. Ø Premium Account Size: $75K to $200K. Ø Average # of accounts: 100-125.
  • Higher education designation (CPCU, ARM, CIC, CRM) is preferred.
  • Experience with compliance, forecasting, annual audits, and reporting.
  • Professional presentation skills required.
  • Knowledgeable about real estate industry trends, new product information, legislation, coverages, and technology to continuously improve performance.
  • Although this position will be primarily responsible for internal account management functions and operations, previous sales management experience and a willingness to mentor others is valued.
  • This position is client facing and will require some local travel to meet with clients and prospects.
Compensation Structure: $100k + base salary + incentive bonuses, etc. Executive level benefits package.
  • Excellent verbal and written communications skills, working knowledge of Agency Management Systems, proficiency with office software applications, etc.
  • Able to work in a fast-paced environment where time-management and prioritization skills are essential.