Real Estate Account Manager

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.