P&C Commercial Team Lead/Account Executive (PTX2024-7332)

Company Overview:

RealManage is a national Inc. 5000 firm with clients and operations in 26 states from California to Florida and from Texas to Illinois that delivers services to homeowners’ associations (HOAs), condominium associations, cooperatives, luxury high-rises, municipal utility districts, and master-planned communities. RealManage also serves nationally recognized developer/builder clients.

As one of the largest (#3 out of 5,000+ firms) and fastest-growing companies in the community management industry, RealManage offers exceptional solutions provided at competitive prices with the best people, best practices, and best technology of cloud-based and mobile apps. The RealManage mission is to provide comprehensive and innovative solutions; exceed the expectations of our customers; provide visibility and transparency in all that we do for our clients who place their trust in us; measure our performance and improve at the fastest rate possible; create a work environment that encourages professionalism, growth, and diversity; and grow a financially strong organization which will enable us to provide industry leading innovations apart from our competition.

RealManage is a values-based company with the following values as our guiding principles:

• Integrity: we always do the right thing.
• Respect: for our customers, employees and company; mutual respect is the cornerstone for every RealManage relationship.
• Selflessness: more than teamwork; we are part of something special and much larger than any of us.
• Personal Relationships: we are a professional services company; people do business with people they like.
• Always Improving: never satisfied, always learning and always growing; one is either getting worse or getting better...never staying the same. At RealManage, we are always getting better.
  
  

Responsibilities

RealManage, A National Community Association Management Company is searching for a Top Level - Commercial Lines Team Lead/Account Executive to join our Insurance Team! To handle large middle market book of business including professional, real estate, data input, service and marketing as well as supervise and train direct report Account Managers/Coordinators.

5+ years of Commercial Lines Real Estate Experience. P&C License required. MUST know EPIC. Outstanding verbal & written communication skills. Ability to perform large work volumes with high degrees of accuracy. Exceptional personal character, including a strong work ethic, positive attitude and willingness to assist others at all times.

The P&C Team Lead is responsible for over seeing staff, supporting RealManage Insurance clients and additional Responsibilities include:

• Prior Supervision of Office Staff
• Staff Training and Compliance
• Ensure Insurance Policy Information is Maintained in EPIC
• Review Large Client Policies and applications to underwriters
• Follow up on Quotes
• Preparing the quote summaries and proposal documents
• Monitor and respond to e-mails
• Determine coverage needs
• Miscellaneous
• Other projects, responsibilities that may be assigned by manager

To be the very best at this position, we look for the following qualities.

• Excellent interpersonal skills . You will have to manage a wide range of personalities with a wide range of opinions, both over the phone and in person. You should be a friendly, outgoing person who can represent the company well in all situations.
• Excellent writing skills . Our customers require thoughtful, concise, timely responses to their concerns. Much of this communication occurs over e-mail.
• Excellent technology skills. Most of your day will be spent managing data utilizing our proprietary software. You should be comfortable using and learning technology software.
• Flexibility and humility . We approach our business with the mentality the we are here to serve. That means that you need to be willing and able to do what is necessary to please your clients, whatever that may be. You should be comfortable and willing to pitch in and do whatever needs to be done.
• Excellent organizational skills. We have established excellent, efficient systems to facilitate this work, but you need to have strong organizational skills and be attentive to detail to use the systems effectively.
• The ability to work independently. Because this is a growing business, you need to be comfortable working alone or independently at times. We will provide training and set goals, provide the technology and systems for you to achieve those goals. You will be empowered to make decisions and will be held accountable for your decisions.
  
  

Qualifications

• Qualifications Training and Experience:
• Current P&C Insurance License
• Minimum 5 year insurance agency experience required
• Knowledge of EPIC, Excel, Word and All other Microsoft Suite Products)
• Prior Supervision of Team
• Highly organized, self-motivated and the ability to multi-task
• Ability to Speak in front of Groups
• Detail-oriented
• Strong written and oral communication skills
• Minimum of high school diploma or equivalent; college degree or currently pursuing preferred
• Industry Specific Certification a positive.

Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. We are an EO employer – Veterans/Disabled and other protected classes.

Pay and Benefits:

$125,000 to $170,000, depending on education and experience.

• PLUS Up to $2500 sign on bonus available - based on experience
  
  

Benefits include:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life and Disability Insurance
• HSA (Required High Deductible Medical Plan to be eligible)
• FSA
• Education Reimbursement
• 401K matching
• Employee Assistance Program (EAP)
• 11 paid Holidays