Associate Account Executive, Real Estate

At SterlingRisk, our employees are the driving force behind our success. We take pride in going the extra mile to support our employees, reinforcing our commitment to being a Great Place to Work and a Fortune Best Workplace. We foster a culture where new ideas and diverse perspectives are not just encouraged but valued. Our Values Blueprint, centered on Integrity, Innovation, Collaboration, Care & Respect, and Excellence, shapes our daily operations, making us a leader in the insurance industry. Must have current insurance experience and hold a P&C license. Position Summary: This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success. Essential Functions & Basic Duties: Ensure that all work product meets or exceeds client expectations Work collaboratively and independently with producers and clients to service existing and new accounts Evaluate existing coverage and make recommendations to clients as needed Responsible for compiling and managing information regarding account renewal, rounding and cross‑sell opportunities Adherence, compliance and full utilization of all technology tools (i.e. TAM, EPIC, Outlook) Ensuring that all relevant documents are attached to EPIC Updating policy applications as needed assuring that all are accurate and current Achieve objectives and goals as implemented Meet service and sales delivery standards Perform essential functions to the quality and service standards developed by SterlingRisk May be assigned special projects from time to time Service and monitor assigned accounts Provide/coordinate technical and other support to Account Executive, producer, and clients Oversee work assigned to Team Associate Schedule and attend client meetings Coordinate renewal strategy meetings Track renewal timeframes to ensure that all are aware of pending dates Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures Process required supplemental applications and appropriate excess lines forms Ensure the accuracy of binders, certificates, policies, audits, endorsements, and other related items Determine and implement appropriate billing/financing and processes Order, issue, and verify accuracy of proposals completed by others, prepare proposals as directed by account executive, summaries of insurance, schedules, binders, certificates, policies, endorsements, audits and other related items Process renewals according to agency procedures Act independently when managing and servicing assigned accounts during renewal meetings with clients; includes strategy determination, marketing and carrier negotiations Review policy audits; verify accuracy and facilitate corrections as needed Identify exposure to loss; recommend appropriate coverage Process incoming mail, e‑mail and telephone requests; respond promptly and appropriately Analyze requests for cancellations; act accordingly to retain accounts Any other duties as requested by management Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance Interact with others effectively by utilizing good oral and written communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business goals of SterlingRisk Supervisory Duties: Not applicable for this role Knowledge, Skills, & Abilities: Proficiency in Outlook, Excel, Word, and EPIC Knowledge of insurance products, coverages and usage Knowledge of insurance markets and reference to markets Possess exceptional oral, written, and communication skills Detail orientated with strong organizational and presentation skills Ability to work well under pressure Knowledge of insurance rating and underwriting procedures to proficiently manage and complete insurance tasks associated with the variables of the aviation business Ability to recommend solutions and options, and communicate these options both verbally and in writing in a clear, concise manner Understanding of client servicing expectations and ability to meet objectives to excel in client servicing procedures and goals Continuing education as required by license Pursuit of insurance designations Education and Work Experience: College Degree with a minimum of two years’ experience; or A minimum of five years insurance experience preferred Property & Casualty Broker License Experience with EPIC or Applied preferred The statements above describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. SterlingRisk is an Equal Opportunity Employer. EOE/AA/M/F/V/D/SO or any other characteristics protected by law. Neither this job description nor any other written or verbal communications are intended to create a contract of employment or a promise of long‑term employment. Employment‑at‑will may be terminated with or without cause and with or without notice at any time by the Employee or by SterlingRisk. Benefits & Salary: We offer competitive salaries and a comprehensive benefits package, including health, dental, and vision coverage, short‑term and long‑term disability, life insurance, and a 401K plan with an employer match. Additionally, we offer a generous PTO package and support for licensing, continuing education reimbursement, and numerous learning and development opportunities. The estimated base salary range for this full‑time position is $80,000–$90,000 annually, with adjustments for location, qualifications, experience, education, licenses, specialty and training. Apply Today: To join a leading insurance broker with a history of over 90 years and a nationally ranked top 15 brokerage, please email a resume with salary requirements to joinus@sterlingrisk.com or complete the online application. Please include a daytime number where you can be contacted should a position become available. For more information about us and other career opportunities, visit www.sterlingrisk.com . Locations: Woodbury, NY (Primary office) #J-18808-Ljbffr