Real Estate Account Manager

001 Brown & Brown, Inc; Pennsylvania; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health benefits

ESPP/401k plans

Student loan assistance

Tuition reimbursement

Mental health support

Paid time off

Job summary

Brown & Brown in Philadelphia, PA, seeks a Real Estate Account Manager for a hybrid role. You will serve as a trusted advisor to clients on consultative risk management within our real estate practice, working with producers, carriers, and underwriters to manage mid-market accounts.

You will leverage Commercial Property & Casualty expertise to service existing accounts, identify opportunities, and ensure appropriate coverage.

Qualifications

• 5+ years of Commercial Lines insurance experience, preferably with middle-market real estate accounts.
• College degree preferred.
• Proficient in Applied Epic or similar agency management systems.
• Strong knowledge of underwriting, coverage, and rate analysis for commercial property and casualty.
• Ability to explain coverage and terms to clients, producers, and underwriters.

Responsibilities

• Building and maintaining strong relationships with internal and external customers by providing quality service and meeting client expectations.
• Utilizing Commercial Property & Casualty insurance knowledge to actively service existing accounts and identify opportunities to round out client relationships.
• Managing system records of service, marketing, and policy communications with clients and carriers within Applied Epic.
• Participating in the retention of renewal business by preparing specifications, applications, underwriting data, and related information for marketing insurance products.
• Ensuring clients maintain continuous and appropriate coverage and advising on coverage recommendations and items.
• Reviewing current policies and providing recommendations regarding coverage, limits, deductibles, and placement options.

Skills

Commercial Lines insurance

Real estate exposure

Relationship management

Communication skills

Organization & analysis

Education

College degree preferred

Tools

Applied Epic

Job description

About the Company and Role

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Real Estate Account Manager to join our growing team in Philadelphia, PA! This is a hybrid role. The Account Manager will serve as a trusted advisor to clients within Brown & Brown’s real estate practice, providing consultative risk management guidance. The role will require working directly with producers, carriers, underwriters, and our internal specialty distribution program in a collaborative, fast-paced environment. The Account Manager will manage a portfolio of middle-market commercial real estate accounts and operate with a high degree of independence.

How You Will Contribute

• Building and maintaining strong relationships with internal and external customers by providing quality service and meeting client expectations.
• Utilizing Commercial Property & Casualty insurance knowledge, with an emphasis on real estate risks, to actively service existing accounts and identify opportunities to round out client relationships.
• Managing appropriate system records of service, marketing, and policy communications with clients and carriers within Applied Epic.
• Participating in the retention of renewal business by working with producers and clients to prepare specifications, applications, underwriting data, and related information in the marketing of insurance products.
• Ensuring clients maintain continuous and appropriate coverage and advising clients of coverage recommendations, requirements, and outstanding items.
• Reviewing current policies and providing recommendations regarding coverage, limits, deductibles, and placement options based on client exposures and contractual requirements.
• Marketing and negotiating accounts with insurance carriers and underwriters to obtain competitive coverage, terms, and pricing.
• Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing coverage details with clients and carriers.
• Executing coverage analysis as needed and providing clients and producers with accurate quotations and recommendations for additional coverage.
• Developing and maintaining knowledge of real estate industry trends, emerging exposures, carrier appetites, and marketplace conditions.
• Mentoring and providing guidance to Assistant Account Managers to promote consistent service standards and technical accuracy.
• Taking ownership of complex client issues and working collaboratively with internal and external partners to develop timely and effective solutions.

Licenses & Certifications

• Active Property & Casualty insurance license.
• Industry-specific designations preferred – CISR, CIC, ARM, or similar.

Skills & Experience to be Successful

• 5+ years of Commercial Lines insurance experience, preferably with experience managing middle-market commercial real estate accounts.
• College degree preferred.
• Proficient in insurance agency management systems; Applied Epic experience preferred.
• Strong knowledge of Commercial Property & Casualty underwriting, coverage, and rate analysis/procedures.
• Experience with commercial real estate risks, including property, general liability, umbrella/excess liability, builders risk, flood, Directors & Officers, and other specialty coverages preferred.
• Ability to clearly articulate insurance products, coverage recommendations, and policy terms to clients, producers, and underwriters.
• Strong understanding of marketplace trends and best practices to best meet client needs.
• Strong organizational, analytical, communication, and problem-solving skills with the ability to manage multiple priorities in a fast-paced environment.

Teammate Benefits & Total Well-Being

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions. We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers. Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies ("Recruiting Vendors"). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown. In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors. A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or a any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.