
Real Estate Insurance Sales Executive
- Bradenton, FL
- Permanent
- Full-time
OverviewAre you driven by providing the very best service to your clients? Our team is looking for a self-motivated Account Manager to join our dynamic and highly collaborative team.Our Account Executives drive new business revenue growth by delivering comprehensive solutions within the market. You'll achieve targets through a consultative approach with new clients and ensuring our clients are using all relevant risk management solutions.CRES, a division of Gallagher Affinity Insurance Services, specializes in providing tailored insurance solutions for real estate professionals, focusing on Errors and Omissions (E&O) coverage. With a commitment to innovative risk management and strategic underwriting, CRES aims to deliver straightforward and comprehensive insurance solutions to independent real estate brokers and agents.
How you'll make an impactHow You Will Affect the Business
- Generate new business through proactive phone and email marketing, building an ongoing pipeline of new business opportunities
- Actively pursue and pre-qualify new business leads, prioritizing those with higher probability of binding
- Employ a targeted distribution strategy, ensuring revenue opportunities through distribution of niche programs is fully implemented
- Form relationships with carriers to develop knowledge of product solutions relative to client needs, negotiate the best coverage and pricing solutions.
- Actively handle new business pipeline within CRM systems. Keeping track of all stages of the sales process from lead to opportunity to getting the client bound.
- Collaborating with sales leaders and administrative support teams in developing quote letters and proposals.
- Proactively stay abreast on relevant industry and market trends, build and maintain a deep knowledge-base on core coverage lines, customer-relevant insurance products and niche programs.
- Being in a fast-paced, dynamic environment brings out the best in you.
- You’re always able to prioritize effectively which allows you to exceed client expectations every time.
- You have a high level of comfort with tools & technologies, with the confirmed n ability to learn new systems, tools and processes with ease.
About You
- Minimum of 5 years of experience in professional liability insurance, preferably within the real estate sector.
- Strong understanding of underwriting principles and risk management strategies.
- Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
- Proficiency in data analysis and risk assessment tools.
- Ability to work collaboratively in a team-oriented environment.
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...