Executive Account Manager, Large Commercial Lines – Real Estate Niche

Smith Brothers Insurance, LLC.

. Serve as lead service team member for a portfolio of large, complex real estate accounts .

Posted 9/22/2026full-timeGlastonbury • Connecticut • United StatesSeniorLead💰 $99,300 - $138,400 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex real estate accounts and insurance programs, with a strong focus on policy analysis, risk exposure identification, and client service excellence. Proficient in utilizing agency systems and advanced Microsoft Office tools to enhance operational efficiency and support client retention.

Highest-signal resume keywords

Commercial Lines Account ManagementProperty & Casualty Insurance LicenseComplex Real Estate Account ManagementCoverage Analysis and Policy InterpretationAdvanced Microsoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ManagementRisk Exposure AnalysisCoverage Solutions RecommendationClaims ManagementInsurance Program ManagementDocumentation and Record KeepingClient Deliverables PreparationRenewal Process LeadershipService Efficiency ImprovementMentorship and Guidance

Soft Skills

CommunicationCollaborationProblem SolvingClient Service OrientationResponsiveness

Tools & Technologies

MS OfficeApplied EPICAgency SystemsAI ToolsCarrier Platforms

Certifications & Qualifications

CICCISRCPCUCRMARM

Industry Keywords

Commercial Property InsuranceCasualty InsuranceReal Estate RisksInsurance ProgramsClient Retention

About the role

Key responsibilities & impact

Serve as lead service team member for a portfolio of large, complex real estate accounts
Manage insurance programs for habitational, mixed-use, retail, office, industrial, and property management risks
Manage policies, endorsements, audits, certificates, binders, claims, and coverage changes
Partner with Risk Advisors on renewals, carrier marketing, negotiations, and client deliverables
Analyze policy language, identify exposures, and recommend coverage solutions
Lead complex renewal processes to ensure accuracy, timeliness, and quality
Prepare and maintain applications, loss data, schedules, proposals, and coverage summaries
Resolve complex coverage, carrier, and client service issues
Maintain statements of values, ownership schedules, premium allocations, lease reviews, and related property data
Communicate and collaborate with clients, carriers, and internal teams
Identify opportunities to improve service efficiency, consistency, and client experience
Support client retention through technical expertise, responsiveness, and service excellence
Provide mentorship, guidance, and knowledge support to service team members
Maintain expertise in insurance products, carrier appetites, market trends, and emerging real estate risks
Maintain accurate documentation and activity records in agency systems
Follow agency processes, confidentiality standards, and quality metrics
Use MS Office, agency systems, business technologies, and AI tools to support work efficiency
Collaborate across teams to support clients and agency goals
Work on projects and other assigned duties

Requirements

What you’ll need

7+ years of commercial lines account management experience required, preferably within an independent agency
Active Property & Casualty insurance license required
Experience managing complex real estate accounts and property portfolios
Strong knowledge of commercial property and casualty insurance coverages
Bachelor’s degree preferred
High school diploma or equivalent required
CIC, CISR, CPCU, CRM, ARM, or comparable designation preferred
Proficiency with Microsoft Office, advanced Excel, agency systems, Applied EPIC preferred, carrier platforms, and AI tools
Advanced technical knowledge of commercial property and casualty insurance coverages
Strong understanding of coverage analysis, policy interpretation, and risk exposures
Must be authorized to work in the United States on a full-time basis without Company sponsorship
Ability to work remotely from an approved work location or approximately 3 days per week on-site in Glastonbury, CT under a hybrid schedule
Ability to travel and work non-standard hours when required
Ability to view computer monitors for extended periods

Benefits

Comp & perks

Medical insurance
Dental insurance
401K plan
Paid time off
Licensing reimbursement
Continuing education reimbursement
Fully remote work option
Flexible remote work in hybrid arrangement
Mentorship and knowledge support opportunities