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)

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