Virtus · 3 days ago
Vice President, Real Estate Practice Leader
Virtus Insurance is a modern brokerage that specializes in various sectors including Real Estate. They are seeking a Vice President, Real Estate Practice Leader to manage large Commercial Real Estate clients and lead a high-performing team, focusing on service excellence and strategic growth.
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Responsibilities
Lead and mentor a full Real Estate Client Success Unit (AEs, AMs, CAS)
Set the standard for service excellence, technical accuracy, and client experience
Conduct workflow reviews, renewal readiness checks, and quality audits
Optimize workload distribution and team capacity planning
Deliver real time coaching, formal evaluations, and individualized development plans
Recruit and retain top performers; support succession and bench strength
Serve as senior point of escalation for client issues, carrier obstacles, or process bottlenecks
Maintain compliance with all internal systems, documentation, and licensing standards
Lead weekly or bi-weekly alignment meetings with the team focused on performance, renewal excellence and career progression
Collaborate with Practice Leadership on service model evolution, operational strategy, and staffing structure
Participate in leadership meetings and support practice level forecasting and financial planning
Lead cross functional improvements to drive efficiency and scalable growth
Influence key stakeholders and help roll out new workflows and service innovations
Reinforce One Virtus—building cohesion, alignment, and shared accountability
Manage a personal portfolio of upper‑middle‑market Commercial Real Estate accounts until a certain Book scale is reached, then exclusively manage the Unit team members
Lead strategy around coverage architecture, risk transfer, stewardship reporting, and renewal planning
Maintain deep understanding of each client’s business model, risk exposure, operations, and strategic priorities
Provide executive‑level guidance on risk management, market conditions, and financial structures
Maintain exceptional retention and growth metrics across assigned accounts
Provide oversight into unit deliverables: proposals, marketing strategies, and submissions
Review complex placements including layered property programs, self-insured retention programs, captives, builder’s risk, management liability, cyber, and specialty structures
Ensure delivery meets Virtus standards for quality, accuracy, and documentation
Strengthen carrier and wholesaler partnerships and utilize market insights to drive strong outcomes
Stay current on industry trends, legal changes, and emerging Real Estate risks
Own unit KPIs: retention, renewal discipline, file quality, service plans, client satisfaction
Support practice profitability through revenue execution, margin discipline, and cross‑sell strategies
Ensure timely, precise completion of all renewals, endorsements, certificates, audits, and communications
Support producers in strategic planning and new business opportunities
Qualification
Required
5–10+ years commercial insurance experience with proven Real Estate specialization
Direct experience leading, coaching, or managing within a brokerage environment
Deep technical understanding of complex Real Estate risks and placements
Strong negotiation skills and ability to build connection quickly
Proficient with modern systems, workflows, insurance platforms and Microsoft 365
Exceptional communication skills including public speaking and executive presentation
Active Property & Casualty license
Preferred
Bachelor's degree preferred; CPCU or related designations strongly preferred
Expertise in large Real Estate programs, alternative risk, captives, aggregate deductibles, and self-insured retention structures
Experience leading large multi‑stakeholder engagements at scale
Proven track record of team performance improvement and operational excellence
Prior Unit Manager, Client Service Leader, or similar leadership experience at a top brokerage
Benefits
Market-leading compensation and bonus programs
401(k)
Health, dental, and vision
Unlimited PTO
Continuous professional development
Company
Virtus
Virtus provides insurance brokerage and consulting services.
Funding
Current Stage
Growth StageTotal Funding
unknown2022-07-21Acquired
Leadership Team
Recent News
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