Account Executive

Location: Lake Success, NY

Salary: $170,000–$225,000

Bonus: Five-figure performance bonus

Commission: 50% (no selling required) Flexibility: Hybrid schedule with remote days

Benefits: Fully paid medical, dental, and vision

Retirement: 401(k) Culture: Perks and stability of a family‑owned firm

Responsibilities: Manage a portfolio of Data Centers, large property developers, hi‑rise mixed occupancy and commercial real estate business. Market new and renewal accounts. Gather and decipher underwriting data. Evaluate existing coverages and make recommendations as needed. Day‑to‑day client contact fostering an excellent relationship with clients and carriers. Review policies and quotes for accuracy. Formulate proposals and attend client and prospect meetings. Coordinate pre‑renewal and strategy meetings. Review audits and endorsements for accuracy. Prepare professional submissions for the marketplace. Authorize the release of quotations, proposals, certificates and applications. Review and audit policies to ensure compliance and coverage. Manage renewal list ensuring all data has been requested.

Qualifications: Minimum 10 years’ brokerage experience, including 5 years working with real‑estate clients. Active Property & Casualty broker’s license. Extensive knowledge of the real‑estate insurance marketplace, products, coverages, and underwriting protocol. Capable of understanding written and oral communication along with abstracting information. Able to prioritize and adapt to an ever‑changing environment. Proficient with EPIC, Excel, Word, and Salesforce.