Account Executive, Risk Management

CAC Group; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

The Baldwin Group in the United States is seeking an Account Executive to manage marketing and service processes for our largest and most complex Risk Management/National accounts. You will coordinate brokerage teams and oversee renewal submissions and client meetings.

The role requires a Bachelor's degree, a state license, 10+ years of commercial insurance with large accounts, and strong communication. Some travel (~20%) is expected, with optional remote work depending on client needs.

Qualifications

• Bachelor's degree required; substantial work experience may be considered in lieu of degree.
• State license is required.
• 10+ years of commercial insurance work experience with large accounts is required.
• Excellent communication skills, both verbal and written.
• Strong multitasking & time management skills.
• Proficient in Microsoft Office products (Excel, PowerPoint, Word, Publisher).
• AI knowledge a plus.
• AE work and broking/placement experience a major plus.

Responsibilities

• Coordinate brokerage teams, risk control, claims, financial lines and ensure service delivery.
• Establish and monitor renewal timelines for annual client renewals.
• Assist with renewal meetings and present results to client contacts.
• Participate in client meetings and lead when necessary.
• Analyze complex financial data and quotes; prepare submissions and spreadsheets.
• Oversee implementation and review documents for accuracy; direct revisions as needed.

Skills

Communication skills

Multitasking

Time management

AI knowledge

Education

Bachelor's Degree

State license required

Tools

Microsoft Office

Job description

CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry.

The Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes

Client Duties & Responsibilities:

• Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
• Assist with renewal meetings to present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate as needed in Prospect presentation meetings
• Identity and facilitate possible areas for expanded business with existing clients
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.

Qualifications:

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 10+ years of commercial insurance work experience with large accounts is required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
• AI knowledge a plus
• Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
• Professional in appearance and business conduct with strong customer service
• Ability to travel to client and prospect meetings approximately 20% of time

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.