What are the responsibilities and job description for the Account Executive, Real Estate Insurance Practice position at EPIC?
Overview : We are seeking an experienced and self-motivated Account Executive with Data Analyst skills to join our team and support the development of an innovative real estate insurance consortium as well as supporting individual real estate opportunities with larger firm. This role will involve managing relationships with mid-sized real estate firms, coordinating data submissions, and facilitating client engagement for a rapidly growing insurance consortium. The ideal candidate will have a strong background in insurance data management, excellent communication skills, and the ability to work independently in a fast-paced environment.
Key Responsibilities :
- Manage client relationships and serve as the primary point of contact for real estate firms participating in the consortium.
- Collect, validate, and analyze insurance data from clients (e.g., property, casualty, general liability) to ensure accuracy and completeness.
- Interface with brokers to address data quality and submission requirements.
- Coordinate follow-up communications, meetings, and deliverables for consortium participants and internal stakeholders.
- Maintain detailed records of client interactions and pipeline opportunities in Salesforce or similar CRM tools.
- Assist in the development and execution of strategies to grow the consortium's membership and value proposition.
- Provide regular updates and reports to leadership on client engagement and consortium progress.
- Support business development initiatives by tracking key metrics, scheduling follow-ups, and managing the consortium pipeline.
- Provide support for marketing / outreach efforts – including maintaining / updating web and social media content, organizing marketing campaigns, researching Real Estate issues and generating relevant content
Required Skills and Experience :
Preferred Qualifications :
The national average salary for this role is $100,000 to $120,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
WHY JOIN EPIC?
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
LI-TM1 #LI-Hybrid
Salary : $100,000 - $120,000
