Account Executive, Risk Management for National Accounts

The Baldwin Group; United States; Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

The Baldwin Group, CAC, a leading insurance broker and advisor, seeks an Account Executive to manage marketing and service processes for large Risk Management/National accounts. You will coordinate brokerage teams, support renewals, and present results to client contacts while driving opportunities across existing accounts.

Ideal candidates have 10+ years in commercial insurance with large accounts, strong communication, and a professional client-service mindset; travel ~20% is expected.

Qualifikationen

• 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

Aufgaben

• Coordination of brokerage teams, risk control, claims, financial lines and ensure service delivery.
• Establish, drive processes, and monitor annual insurance renewals for 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.
• Identify and facilitate possible areas for expanded business with existing clients.
• Prepare renewal submissions for marketing and process renewal submissions.
• Analyze quotes for accuracy and prepare spreadsheets of quotes received.
• Assist in data analysis to determine program structure options.
• Create client presentations including quotes, spreadsheets, and contract comparisons.
• Oversee implementation process.
• Review documents issued by insurance company for accuracy.

Kenntnisse

Communication

Multitasking

Time management

Customer service

Presentation

Ausbildung

Bachelor's Degree

Tools

Microsoft Excel

PowerPoint

Word

Publisher

Jobbeschreibung

The Baldwin Group, CAC, a leading insurance broker and advisor, seeks an Account Executive to manage marketing and service processes for large Risk Management/National accounts. You will coordinate brokerage teams, support renewals, and present results to client contacts while driving opportunities across existing accounts.

Ideal candidates have 10+ years in commercial insurance with large accounts, strong communication, and a professional client-service mindset; travel ~20% is expected.