Account Manager, Real Estate
The Baldwin Group
full-time
Posted on:
Location Type: Hybrid
Location: Denver • Colorado • United States
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Salary
💰 $75,000 - $90,000 per year
About the role
- Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team
- Coordinate with production team and insurance carriers to facilitate a successful client renewal
- Work to plan and prepare the renewal strategy meeting with A/E for both internally and with clients
- Manage the renewal process with quotes distribution and managing the bind process
- Service Specific Activities including invoice completion and follow-up with carriers for policies
- Maintain shared drive of key documents and monitor expiration dates of all policies
Requirements
- Bachelor’s degree preferred
- 3-5 years of relevant work experience required
- State specific license required, or obtained within 60 days of hire
- Ability to work in a fast-paced environment
- High level of professionalism and confidentiality
- Strong verbal and written communication skills
- Attention to detail & time management skills
- Proficient in Microsoft Office products to include Word, Excel & PowerPoint
- Salesforce, eCerts & EPIC experience preferred
Benefits
- Health insurance
- Retirement plans
- Paid time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
invoice completionquotes distributionrenewal process managementclient renewal facilitationrenewal strategy planning
Soft Skills
attention to detailtime managementverbal communicationwritten communicationprofessionalismconfidentialityability to work in a fast-paced environment
Certifications
state specific license