Real Estate Account Manager

ETIENNE HAMILTON

*******.********@*****.*** 510-***-**** Dallas, Texas

Summary

Results-driven professional with diverse experience across risk management, business development, client relations, insurance, construction project management, and real estate. Proven ability to conduct in-depth analysis and execute strategic initiatives that support decision-making, enhance profitability, and mitigate risks. Strong background in developing tailored solutions for clients, managing complex processes, and ensuring compliance with industry standards. Demonstrated success in building and maintaining client relationships, driving growth, and leading cross-functional teams, adept at time management, compliance, and utilizing technology to enhance productivity. Professional Experience

CBIZ

Account Manager Dec 2022 - August 2024

Managed a portfolio of commercial lines and real estate accounts, ensuring prompt and effective communication with clients.

Build and maintain relationships with key stakeholders, including potential buyers, clients, and partners

Reviewed and/or process new and renewal policies, endorsements, audits, audit assignments, cancellations, nonrenewal notices, and similar documents for accuracy and communication changes successfully to the carriers

Serviced clients by processing policy changes, binding policies, handling billing issues, and claims.

Served as primary contact for all cross-departmental deal activity, including legal, tax, engineering, and assets management.

Developed financial models and reports for clients and senior staff, provides interpretation and implication of analysis, as well as recommendations

Supported clients in developing new business opportunities for existing clients and prospects. Altisource

Risk Analyst Jan 2021 - Aug 2022

Conducted comprehensive risk assessments for new and ongoing construction projects, identifying potential safety, financial, operational, and regulatory risks.

Administered risk assessments and identified potential threats related to vendor contracts, insurance certificates, and service agreements.

Collaborated with project managers, safety officers, and other stakeholders to proactively address and mitigate identified risks.

Examined data from various sources to identify trends and patterns, providing insights into future risk mitigation strategies.

Analyzed complex financial statements and credit reports for individuals & businesses to make informed lending decisions

Prepared detailed risk reports and presentations for senior management, summarizing current risk status and recommended corrective actions.

Managed ad-hoc analysis related to risk management, investor services, product, and operations Habitat Apartment Locator

Real Estate Agent Nov 2018 – Dec 2020

Assisted clients with home sales and lease processes, including budgeting and mortgage options.

Prepared contracts, agreements, closing statements, deeds, and leases.

Served as an intermediary between the buyer and seller or listing agent to ensure mutual transaction satisfaction

Arranged “comparable market analyses” to establish market value on listings as well as when preparing offers

Scheduled and conducted property tours, highlighting key features.

Negotiated lease terms on behalf of clients and provided post-placement support. Converse Insurance

Commercial Insurance Account Manager June 2017 - Oct 2018

Managed assigned accounts with day-to-day activities, including but not limited to, correspondence with clients, agents, brokers, and carriers via email or phone, update management system, correspond with relevant internal departments, as needed, etc.

Maintained a book of business for commercial lines accounts, ensuring timely renewals and promoting growth through account rounding.

Represented client internally and coordinate with other functions to implement client systems, complete projects, and address ongoing service needs

Processed endorsements, cancellations, audits, recommendations, and claims.

Identified and addressed coverage gaps with producers, carriers, and clients.

Quoted policies and processed changes online with various insurance company websites/systems

Prepared documents for renewal terms, including insurance proposals and Accord insurance binders.

Analyzed quotes from carriers to determine appropriate recommendations Jona Lane Enterprise

Construction Project Manager June 2012 – Apr 2017

EDUCATION

Bachelor of Science (BS), Agribusiness Management – Pennsylvania State University LICENSES & CERTIFICATIONS

Real Estate (TREC), Mortgage Loan Origination (NMLS), Property, Casualty, Life, & Health (TDI), Public Adjuster, Forklift, OSHA-10

TECHNICAL SKILLS

Software: Microsoft Office Suite, Microsoft Dynamics 365 Access, Microsoft Power BI, Word, Excel (VLOOKUP, PIVOT TABLE, INDEX Match) PowerPoint, OneNote, Outlook, Microsoft Project, InfoPath, SharePoint, Salesforce, Slack, Hyperion, Applied Epic, AMS 360, and Monday.com SOFT SKILLS

Leadership, Relationship Building, Critical Thinking, Effective Communication, Problem-Solving, Adaptability, Time Management, Conflict Resolution, Strategic Thinking, Customer Service Excellence, Sales and Persuasion Attention to Detail, Collaboration, and Emotional Intelligence

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