Real Estate & Habitational Account Executive | Property & Casualty Kansas City,
CBIZ Employee Services Organization, Kansas City, MO, United States
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Job Info
Job Identification 5140
Posting Date 02/26/2026, 09:12 PM
Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
Essential Functions and Primary Duties
Build and maintain strong relationships with middle market commercial clients, with a focus on complex habitational and commercial real estate portfolios, while meeting specified client retention goals.
Coordinate and direct assigned client activities within the client services team, ensuring seamless communication and delivery of services tailored to real estate and habitational insurance needs.
Develop a thorough understanding of each client's business operations, property assets, risk profile, and strategic priorities, especially those unique to the habitational and commercial real estate sectors.
Develop and execute comprehensive renewal and/or marketing strategies in accordance with client instructions, with expertise in negotiating multi-location, multi-state, and layered insurance programs commonly required for real estate clients.
Manage new client onboarding and implementation, ensuring accurate coverage placement and smooth transitions for complex real estate accounts.
Perform in-depth coverage analysis, risk assessments, and exposure evaluations, delivering creative, practical, and industry‑specific solutions to clients in the habitational and commercial real estate space.
Lead and coordinate the evaluation of marketing results, interpret carrier proposals, and develop tailored recommendations for property, general liability, umbrella, and specialty real estate coverages.
Act as a trusted advisor to clients, building strategic and personal relationships with key decision‑makers, including property managers, real estate investors, and owners.
Negotiate renewal actions with carriers based on evolving client needs, loss history, and changing market conditions relevant to the real estate sector.
Educate clients on applicable legislation, compliance requirements, insurance market trends, and risk mitigation strategies impacting habitational and commercial real estate.
Closely monitor client portfolios, proactively identifying opportunities for innovative risk transfer solutions and industry best practices aligned with clients’ business goals.
Participate in RFP processes and finalist presentations, demonstrating expertise in real estate risk management and insurance program design.
Identify and propose value‑added or additional insurance and risk management services to enhance client programs, including loss control, claims advocacy, and emerging risk solutions.
Ensure compliance with all regulatory guidelines, industry standards, and company policies in servicing real estate and habitational accounts.
Additional responsibilities as assigned.
Preferred Qualifications
Active Property & Casualty license
Professional designations such as CIC, CRM, ARM, or CPCU preferred
Demonstrated expertise in property, casualty, general liability, and specialty insurance for large portfolios, apartment complexes, condominiums, and mixed‑use developments
Minimum Qualifications
High School Diploma or GED required
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
Must maintain current required licenses and certifications relevant to the field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
Expertise in managing clients with alternative funding arrangements
Proficient use of applicable technology
Expert knowledge of state and federal legislation
Set priorities and manage workflow to ensure efficient, timely, and accurate deliverables
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced problem solving and critical thinking skills
Must be able to travel based on client and business needs
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
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Job Info
Job Identification 5140
Posting Date 02/26/2026, 09:12 PM
Locations 700 W 47th St Ste 1100, Kansas City, MO, 64112, US (Hybrid)
Essential Functions and Primary Duties
Build and maintain strong relationships with middle market commercial clients, with a focus on complex habitational and commercial real estate portfolios, while meeting specified client retention goals.
Coordinate and direct assigned client activities within the client services team, ensuring seamless communication and delivery of services tailored to real estate and habitational insurance needs.
Develop a thorough understanding of each client's business operations, property assets, risk profile, and strategic priorities, especially those unique to the habitational and commercial real estate sectors.
Develop and execute comprehensive renewal and/or marketing strategies in accordance with client instructions, with expertise in negotiating multi-location, multi-state, and layered insurance programs commonly required for real estate clients.
Manage new client onboarding and implementation, ensuring accurate coverage placement and smooth transitions for complex real estate accounts.
Perform in-depth coverage analysis, risk assessments, and exposure evaluations, delivering creative, practical, and industry‑specific solutions to clients in the habitational and commercial real estate space.
Lead and coordinate the evaluation of marketing results, interpret carrier proposals, and develop tailored recommendations for property, general liability, umbrella, and specialty real estate coverages.
Act as a trusted advisor to clients, building strategic and personal relationships with key decision‑makers, including property managers, real estate investors, and owners.
Negotiate renewal actions with carriers based on evolving client needs, loss history, and changing market conditions relevant to the real estate sector.
Educate clients on applicable legislation, compliance requirements, insurance market trends, and risk mitigation strategies impacting habitational and commercial real estate.
Closely monitor client portfolios, proactively identifying opportunities for innovative risk transfer solutions and industry best practices aligned with clients’ business goals.
Participate in RFP processes and finalist presentations, demonstrating expertise in real estate risk management and insurance program design.
Identify and propose value‑added or additional insurance and risk management services to enhance client programs, including loss control, claims advocacy, and emerging risk solutions.
Ensure compliance with all regulatory guidelines, industry standards, and company policies in servicing real estate and habitational accounts.
Additional responsibilities as assigned.
Preferred Qualifications
Active Property & Casualty license
Professional designations such as CIC, CRM, ARM, or CPCU preferred
Demonstrated expertise in property, casualty, general liability, and specialty insurance for large portfolios, apartment complexes, condominiums, and mixed‑use developments
Minimum Qualifications
High School Diploma or GED required
Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
Must maintain current required licenses and certifications relevant to the field of expertise
Technical knowledge relative to industry and incorporating contract provisions, renewal and claims processing, plan knowledge, and carrier funding
Expertise in managing clients with alternative funding arrangements
Proficient use of applicable technology
Expert knowledge of state and federal legislation
Set priorities and manage workflow to ensure efficient, timely, and accurate deliverables
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Advanced problem solving and critical thinking skills
Must be able to travel based on client and business needs
Notice to Candidates Requiring Sponsorship
At this time, CBIZ is not engaging with applicants who require sponsorship.
Compensation & Benefits
The specific compensation for this role will be determined based on the education, experience, geographical location, and skill set of the individual selected for this position. Beyond income, you have access to: comprehensive medical and dental insurance, retirement savings, life and disability insurance, health care and dependent care reimbursement accounts, certification incentives, education assistance, referral program and much more.
Notice to Third-Party Agencies
CBIZ does not accept unsolicited resumes from recruiters or agencies. Any staffing/employment agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of CBIZ. CBIZ will have the right to hire that applicant at its discretion and without any fee owed to submitting staffing/employment agency, person or entity.
Reasonable Accommodation
If you are a qualified individual with a disability, you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to accom@cbiz.com.
Equal Opportunity Employer
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit Know Your Rights.
#J-18808-Ljbffr