Description

The Commercial Lines Account Manager – Real Estate plays a critical role in supporting the marketing, servicing, and underwriting processes for commercial real estate accounts. This individual specializes in servicing clients such as property owners, property managers, real estate investment groups and developers.  The Account Manager ensures client records are accurate, renewals are handled proactively, endorsements are processed efficiently and client communications are clear and professional.  This role collaborates closely with Producers, Account Executives and carrier partners to deliver exceptional service and tailored risk management solutions for real estate clients.

Work Performed:

• Manage a portfolio of commercial real estate accounts including renewals, policy changes, billing inquiries and day-to-day service needs
• Build and maintain strong professional relationships with real estate clients, carrier partners and internal team members
• Support new business production efforts by gathering underwriting data, preparing submissions and coordinating marketing with carriers
• Evaluate client risk exposures related to real estate operations including property portfolios, habitational risks, property management operations and development projects
• Assist in developing coverage strategies including property, general liability, umbrella, workers compensation and specialty real estate coverages
• Coordinate and process policy documentation including binders, certificates of insurance, evidence of insurance, ID cards, insurance summaries and policy changes
• Manage high-volume certificate requests and additional insured requirements for property managers, tenants, lenders and vendors
• Review lease agreements, management contracts and insurance requirements to ensure compliance with coverage specifications
• Assist with renewal strategy by preparing renewal summaries, gathering updated underwriting information and coordinating with carriers
• Handle client billing inquiries including invoicing, reconciling discrepancies and tracking outstanding payments
• Maintain accurate documentation within the agency management system and ensure compliance with agency workflows and procedures
• Participate in client and carrier meetings as needed to support relationship management and service delivery

Requirements

• Active Property & Casualty Insurance License (required)
• Excellent communication, customer service and relationship management skills
• Strong attention to detail with the ability to manage multiple priorities in a fast-paced environment
• Proactive problem-solving and analytical abilities
• Ability to work independently while collaborating with producers, account executives and service teams
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Preferred Education & Experience

• 3+ years experience servicing Commercial Lines accounts
• Experiencing working with real estate risks including property portfolios, habitational accounts, property management firms or real estate investors, strongly preferred
• Familiarity with insurance requirements related to leases, lenders and property management agreements
• Experience managing high-volume certificates of insurance
• Experience working with agency management systems, Applied Epic a plus
• Understanding of commercial insurance coverage including property, liability, umbrella and workers compensation

Summary

Deeply Rooted to Serve

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website:

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance