Title: Vice President, Real Estate Unit Leader
Location: Overland Park, Kansas
Date: January 2026
Salary Grade: Salaried Exempt
Bonus Structure: Quarterly Bonus tied to Real Estate Client Retention
Leadership Scope: 2 Account Executives, 2 Account Managers, 2 Client Account Specialists
Reports To: Senior Vice President, Commercial Property & Casualty
Current Book: $4,000,000 |
Growth Target: $10,000,000 Book within 3 years
What This Role Is:
The
Vice President, Real Estate Unit Leader is a high-impact leadership role responsible for managing some of the firm's largest Commercial Real Estate clients and leading a high-performing Real Estate Client Success Unit. You will be the operational engine, the cultural standard-bearer, and a key strategic partner in advancing one of Virtus' most important industry verticals.
At scale, this role will transition to full people leadership, managing direct reports exclusively.
This is a role for someone who wants both
command and accountability - and the autonomy to build a best-in-class practice within a growing national platform.
Who Thrives at Virtus:- Embody the Virtus Core Values: Better Tomorrow, Fearless Pursuit, One Virtus.
- Are energized by leading people, elevating performance, and building high-trust teams.
- Manage complex Real Estate placements with confidence and technical mastery.
- Are a disciplined operator who values process, quality, and measurable results.
- Communicate with clarity, conviction, and executive polish.
- Want a seat at the table helping shape the future of the Real Estate Practice.
Key Responsibilities:- 1.Leadership & Team Development
- 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.
2.Strategic Practice Leadership- 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.
3.Book of Business Management- 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.
4.Portfolio Oversight & Technical Excellence- 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.
5.Operational & Financial Accountability- 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.
Qualifications:- 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.
- Bachelor's degree preferred; CPCU or related designations strongly preferred.
- Active Property & Casualty license.
What Will Make You Stand Out:- 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.
Physical Requirements:
The employee must be able to sit, use hands to handle or feel, talk or hear frequently; and occasionally stand, walk, and reach with hands and arms. Must have close and distance vision.
Travel:
Approximately 10%-20% dependent on client needs.
Why Join Virtus?Virtus offers the freedom and trust to build a world-class practice within a supportive, high-performance environment. We invest in our people through:
• Market-leading compensation and bonus programs
• 401(k)
• Health, dental, and vision
• Unlimited PTO
• Continuous professional development
• An entrepreneurial culture where great ideas become reality
Push Forward - We've got your back! 
