Commercial Lines Associate Account Executive-Real Estate

Job Description

Job Description

Commercial Lines Associate Account Executive – Real Estate

Location: Woodbury, NY Long Island
Employment type: Full-time

Role overview

We're looking for a Commercial Lines Associate Account Executive to join our clients' insurance real estate team in Woodbury, NY (Long Island). This full-time position offers an excellent opportunity for an insurance professional to advance their career while working with a diverse portfolio of commercial clients, with a particular emphasis on real estate accounts. The ideal candidate will serve as a vital support system to our Account Executives, ensuring seamless client service delivery and operational excellence. This role requires a proactive individual who thrives in a fast-paced environment and possesses strong organizational skills, technical proficiency, and a commitment to exceptional client service. You will be instrumental in managing day-to-day account activities, processing insurance documentation, and maintaining strong relationships with clients, carriers, and internal team members.

What you'll do

• Prospect for new leads and help turn them into business opportunities
• Maintain and support client accounts so clients feel informed and looked after
• Build and manage client relationships over time
• Assist with real estate accounts
• Carry out market research to support the team's business development efforts

Certificate of Insurance Management
A significant portion of this role involves the timely and accurate processing of certificates of insurance. You will be responsible for:
•    Generating certificates of insurance for clients, ensuring all coverage details are accurate and comply with contractual requirements
•    Managing high-volume certificate requests, particularly from real estate clients who require certificates for property managers, lenders, and tenants
•    Reviewing certificate requests to verify proper additional insured language and waiver of subrogation endorsements
•    Maintaining organized tracking systems for certificate requests and ensuring timely delivery to all parties
•    Communicating with clients to clarify certificate requirements and educate them on coverage limitations

Billing and Invoicing Support
You will work closely with Account Managers to ensure accurate and efficient billing processes:
•    Processing premium invoices and coordinating payment arrangements with clients
•    Reconciling agency bills and carrier statements to ensure accuracy
•    Managing installment payment plans and monitoring account balances
•    Addressing billing inquiries from clients and resolving discrepancies promptly
•    Coordinating with the accounting department on premium finance agreements and payment processing
•    Generating billing reports and maintaining financial records within Applied EPIC

What we're looking for

You'll be a good fit if you enjoy talking to people, following up on leads, and keeping the details of client accounts organized. The role combines relationship-building, business development, and research, so you should be comfortable moving between those areas.

Location and working arrangement

• Based in Woodbury, NY
• Full-time position

If this sounds like the kind of role you're looking for, we'd like to hear from you.