[Hiring] Account Executive - Real Estate @Gallagher

Role Description

At Gallagher Affinity, we’re shaping the future of insurance with innovative solutions and a commitment to excellence. As an Account Executive - Real Estate, you’ll play a key role in helping real estate professionals protect their businesses and reduce risks. You’ll work in a collaborative environment where your ideas and drive can make a real impact.

In this role, you’ll connect with real estate professionals to understand their unique needs and provide tailored insurance solutions. You’ll build strong relationships, act as a trusted advisor, and help clients navigate complex risk management challenges. Your day-to-day will include:

• Building and maintaining relationships with clients, offering expert advice on insurance and risk management.
• Developing new business opportunities through proactive outreach and marketing.
• Collaborating with colleagues to create proposals and deliver innovative solutions.
• Staying informed about market trends and regulatory requirements to ensure compliance.

Customer Service

• First point of contact for additional new business applications/policies within the CRES program.
• Servicing of new business E&O applications that are associated with the CRES program.
• Answer coverage questions and be point of contact for their prospects and clients.

Sales

• Be an Account Executive for the CRES Real Estate program.
• Target of $300,000 in new business sales (first year).
• Target of $60,000 revenue bound (first year).
• Increase premium and revenue targets each year by 15%.
• Target of 60 prospecting calls per day.
• Calls would be logged in CRM System (Macaw) with comprehensive notes added in the system.
• Forward-thinking vision to pursue potential group/sponsored business opportunities and program enhancement.
• Bound Percentage target of 30%.
• Target of 15 policies bound per month (first year).
• Ability to receive and handle high-level or escalated consultations.
• Develop extensive knowledge of ancillary insurance products and find opportunities to cross-sell these products to our E&O insureds.
• Prospecting larger sponsored businesses/brokers/associations/other business opportunities.

Program Management

• Collaborate with leadership and Account Specialist team to identify high-value renewal clients.
• Assist Account Specialist team with client renewal process when needed.
• Retention Goal of 88-92%.
• Attend industry conferences and work with leadership and Marketing on ad placement, giveaways, lead generation, and overall brand awareness.
• Identify areas of opportunity to shine as thought leader in the real estate space (presentations, webinars, articles, partnerships).

Marketing

• Help with sourcing of unique article content by sharing client feedback and real estate market trends.
• Assist Marketing with surveys relative to products/service benefits.
• Review “Health Checkup” campaigns to strengthen customer engagement.

Qualifications

• At least 3 years of experience in insurance brokerage, risk management, or a related field.
• A bachelor’s degree in Business, Finance, Risk Management, or a related discipline.
• Strong communication skills and the ability to manage multiple accounts.
• A valid P&C insurance license or willingness to obtain one within 90 - 120 days of employment.

Requirements

• Proactive, client-focused professional with a passion for delivering results.
• Ability to thrive in a fast-paced environment and enjoy building relationships.
• Organized and analytical, ready to take on challenges.

Benefits

• 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...