Associate Account Executive, Financial Lines

Baldwin Group Colleague, Inc.; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

CAC Group in the United States seeks a Renewal Specialist to support the Financial Lines team’s book of business. You will assist with renewal processes, new business preparation, and back-up Account Manager duties, coordinating with Producers, Account Executives, Claims, and clients to ensure smooth workflow.

The ideal candidate has a Bachelor’s degree or equivalent experience, a state license, 1–3 years in a similar role, and strong communication skills.

Qualifications

• Bachelor’s degree required or substantial work experience considered in lieu of degree.
• Strong communication skills, both written and verbal.
• Proficiency with Microsoft Office applications (Excel, PowerPoint, Word).
• Ability to multitask and manage time effectively in a fast-paced environment.
• Professional in appearance and business conduct with solid customer service.

Responsibilities

• Process renewals and new business preparation for clients.
• Collaborate with Producers, Account Executives, Claims and team members.
• Prepare renewal submissions for marketing and analyze quotes.
• Maintain client relationships with carriers and colleagues.
• Review documents for accuracy and correct errors.

Skills

Communication skills

Multitasking

Time management

Customer service

Professional appearance

Education

Bachelor’s Degree

Tools

MS Office

Excel

PowerPoint

Word

Job description

Provide support to the Financial Lines team’s book of business including the marketing process for new and renewal business and backup for Account Manager responsibilities

Duties & Responsibilities:

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
• 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 corporate financials and claims data
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Perform data analysis to determine program structure options
• Create client presentation including 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
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Other duties as assigned

Qualifications:

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 1-3 years of relevant work experience required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
• Professional in appearance and business conduct with strong customer service

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.

CAC 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.