Real Estate Account Manager

Brown & Brown; Pennsylvania; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Dental & Vision

Paid time off

Job summary

Brown & Brown in Philadelphia is seeking a Real Estate Account Manager to join our growing team in a hybrid role. You will serve as a trusted advisor to clients within Brown & Brown’s real estate practice, providing consultative risk management guidance and collaborating with producers, carriers, and underwriters.

The position requires experience in Commercial Lines, especially real estate-related accounts, and a proactive approach to client service.

Qualifications

• 5+ years of Commercial Lines insurance experience, preferably managing middle-market real estate accounts.
• Proficient in insurance agency management systems; Applied Epic experience preferred.
• Strong knowledge of Commercial Property & Casualty underwriting, coverage, and rate analysis.

Responsibilities

• Build and maintain relationships with clients and internal partners to deliver quality service.
• Provide risk management guidance tailored to real estate clients and round out client relationships.
• Maintain accurate records of service, marketing, and policy communications in Applied Epic.
• Assist in renewal retention by coordinating with producers and clients on applications and underwriting data.
• Explain coverage options and recommend appropriate policy terms and coverage levels.

Skills

Commercial Lines expertise

Real estate accounts management

Account management

Insurance knowledge

Education

Bachelor's degree

Tools

Applied Epic

Job description

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-BeingWe go beyond standard benefits, focusing on the total well-being of our teammates, including:Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability InsuranceFinancial Benefits: ESPP; 401k; Student Loan Assistance; Tuition ReimbursementMental Health & Wellness: Free Mental Health & Enhanced Advocacy ServicesBeyond 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.Recruiting Vendor Disclosure StatementBrown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (\"Recruiting Vendors\"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.The Power To Be YourselfAs 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”.