Account Manager - Real Estate

A winner of Best Places to Work in Insurance seven years in a row, Virtus is looking for innovative individuals to join our fast-paced, rapidly growing team headquartered in Overland Park, Kansas. Virtus is a next generation insurance consulting firm that focuses on middle market clients in a variety of lines of coverage. With locations in Kansas City, Memphis, Chicago, Ft. Collins, St. Louis, Ft. Worth, Dallas, and Austin, our team has a national scope and with a sophisticated client base that thrives on new ideas and our consultative approach. We're shaking up a tired insurance industry and creating something better: an experience that empowers our people to evolve, take smart risks, and face the future boldly.

The Account Manager role presents an opportunity to join one of the fastest growing firms in the industry and is a key player on the Commercial Real Estate team. The Account Manager is the brains behind the operations on the client success team. They keep the engine running on a day-to-day basis and help ensure our clients have the best possible experience with Virtus. This position requires someone that is detail oriented, organized, and can work in a fast- paced environment with deadlines.

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• Lives the Virtus Core Values – brings their A game and a great attitude each day.
• Is a detailed, organization guru that thrives on juggling multiple responsibilities at any given time to meet the needs of our clients.
• Exudes confidence as a self-starter; has a natural ability to problem solve and find answers without much direction.

• Recognizes this role is people facing; must have strong interpersonal skills and a customer service mindset.
• Has an ambitious, entrepreneurial spirit – we are a well-funded, growth stage start-up and everyone must roll up their sleeves to take us to the next level!
• What Experience You Will Bring:
• Prior experience partnering with an Account Executive to deliver exceptional service for a real estate book of business.
• Experience managing client insurance renewal processes including:
• o Submission Building.
• o Marketing and Brokering of Insurance Policies.
• o Negotiate insurance placement with carrier partners.
• o Proposal Building and Coverage Analysis/Comparisons.
• o Preparation of Premium Allocations and Invoices.
• o Ensuring Documentation and Data Entry into our Various Systems.

• Account Manager (Commercial – Real Estate)
• •Comfortable leading midterm client services including:
• o Midterm endorsement requests to amend policies and add and/or remove coverages.
• o Provide indications on insurance pricing for new acquisitions.
• o Drive midterm marketing efforts for new acquisitions.
• o Address coverage-related questions from client in a timely manner.
• o Oversee preparation of Summary of Insurance/Schedule of Insurance.
• o Review carrier-issued loss control recommendations for red flags and potential concerns. Works with the Client Account Specialist, as appropriate, to deliver loss control recommendations to clients and track them for completion.
• o Update the Real Estate Working SOV upon binding coverage.
• o Manage and lead day-to-day client service needs.
• o Comfortable cross-selling Virtus’ services.

• Bachelor’s degree or related field and/or years of experience equivalent.
• 3+ years of experience in Property and Casualty broking required.
• Exceptional knowledge and skill with Microsoft software applications (Excel), Agency Management Systems, and the ability to learn new software systems.
• Strong written and oral communication skills, with a commitment to impeccable customer service are required.
• Ability to utilize all resources available to find answers for client inquiries and fully resolve any insurance related issues is required.
• Applies a solid knowledge of major insurance coverages, (including general/product liability, commercial automobile, workers’ compensation, property, time element, umbrella, financial coverages, etc.), client-specific coverages and premium rating methods and audits.
• P & C Producer License or the ability to obtain the same within 60 days of hire.

• What Will Blow Us Away:
• Prior account management experience with complex insurance programs including complex property placements.
• CPCU or other insurance or professional designation.
• Advanced degree.
• Prior public speaking experience and the ability to make the complex simple.
• Experience evaluating and placing management liability, cyber, and professional liability.

• Active P & C Producer License.

• Physical Requirements:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.

• Travel:
• Less than 25%

Why Virtus?

Virtus has a strong culture anchored by our Core Values: Better Tomorrow, Fearless Pursuit and One Virtus. This creates an environment of teamwork, excellence, and continuous improvement. Employees and their families enjoy great benefits including health/401(k)/dental/vision and unlimited PTO, among other progressive perks.

Virtus is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees– so we welcome applications from everyone, to celebrate a diverse mix of experiences, backgrounds, and identities. Please get in touch if you’d like to discuss any reasonable adjustments to your application, in order that we can accommodate and support you in the recruitment process. If you want to work for a company where who you are is valued and respected, we’d love to hear from you.

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