Associate Account Executive, CAC Group

The Baldwin Group; Birmingham (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

The Baldwin Group in Birmingham, AL is seeking an Associate Account Executive to support the CAC Group. You will assist with renewal and new business submissions, prepare proposals, and analyze client data to drive marketing efforts.

Key duties include coordinating with clients and carriers, maintaining EPIC records, and presenting quotes and worksheets to the AE for review. Strong communication and multitasking are essential assets for success.

Qualifications

• Bachelor's degree required; in lieu of degree can substitute relevant education and work experience.
• Excellent communication skills, both verbal and written.
• Strong multi-tasking and time management abilities.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Ability to work in a fast-paced environment with professionalism and confidentiality.

Responsibilities

• Provide support to the team’s book of business including renewal and new business processes.
• Prepare renewal submissions for marketing with exposure analysis and loss information.
• Analyze quotes for accuracy and prepare proposals for AE review.
• Submit sold business to insurance market and oversee implementation.
• Maintain client records in EPIC and vendor software; communicate with clients and carriers.
• Lead or participate in weekly team activities and client meetings when needed.
• Assist with premium allocations and invoicing; provide backup for AM duties.

Skills

Communication

Multitasking

MS Office

Fast-paced work

Professionalism

Education

Bachelor's degree

Tools

EPIC

Job description

# The Baldwin Group## Associate Account Executive, CAC GroupApply: Birmingham, Alabama, US: Full time: Posted Today: JR110379Job Summary: Provide support to the team’s book of business including the marketing process for new and renewal business**Duties & Responsibilities:*** Strong understanding of all coverages serviced by the team* Proactive and can separate and combine tasks into efficient workflow* Help prepare team for renewal and new business meetings* Participate in client and prospect meetings when necessary* Understand client claims data* Prepare renewal submissions for marketing; send and process complete renewal submissions – including exposure analysis, renewal workbooks, and loss information.* Analyze all quotes for accuracy and prepare proposal/presentation for AE review. Presentations could include quotes, spreadsheet, contract comparison, and other internal marketing materials* Submit sold business to insurance market and oversee implementation process* Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision* Participate in day-to-day operations of a service team and the assigned book of business* Establish and maintain a good business relationship with clients, insurance carriers and colleagues* Maintain client records within EPIC and various vendor software, as appropriate* Other duties as assigned* Train with AE on best practices* Work with AM to prepare premium allocations* Attend carrier meetings, to occasionally include afterhours events* Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process* Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary* Other duties as assigned* **Qualifications:** Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience§ 1+ year of relevant work experience required§ Appropriate state insurance license is required; may be obtained in first 60 days of employment + Excellent communication skills, both verbal and written + Strong multi-tasking and time management skills + Proficient in Microsoft Office products (Word, Excel, PowerPoint) + Ability to efficiently handle multiple, simultaneous, and complex tasks and projects* Ability to work in a fast-paced environment + High level of professionalism and confidentiality#LI-NS1 Click here for some insight into our culture!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.