Account Executive, Risk Management

Baldwin Group Colleague, Inc.; United States; Remote; USD 120,000 - 160,000; Full time

Job summary

CAC, part of The Baldwin Group, seeks an experienced Account Executive to partner with clients, coordinating brokerage teams and delivering services across the renewal and delivery processes for large national accounts.

The role requires license, 10+ years in commercial insurance, and excellence in communication, with travel about 20%. AI knowledge is a plus and AE/broking experience is valued.

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.

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.
• Identify 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.

Skills

Communication skills

Multitasking

Time management

Microsoft Office

Excel

PowerPoint

Word

Publisher

AI knowledge

Customer service

Education

Bachelor's Degree

Tools

Microsoft Excel

PowerPoint

Word

Publisher

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.
• Identify 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.

#LI-Remote #LI-AA1

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. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we've evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what's possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.