AVP, Account Executive, Financial Lines

Baldwin Group Colleague, Inc.; Plano (TX); On-site; USD 110,000 - 190,000; Full time

Job summary

CAC Group, part of The Baldwin Group, is seeking an AVP, Account Executive for Financial Lines to lead renewal, marketing submissions and advisory services for private company clients. You will collaborate with Producers, Claims, and Account Managers to meet production goals and deliver exceptional client service.

Must have a Bachelor’s Degree, a state license, and 5–7 years of relevant experience, with strong communication and multitasking abilities.

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• State-specific license required.
• 5-7 years relevant experience.
• Excellent communication skills, verbal and written.
• Strong multitasking & time management.
• Proficient in Microsoft Office.
• Professional in appearance and customer service.

Responsibilities

• Manage all aspects of renewal process, new business preparation and ongoing service needs for clients and prospects with internal teams.
• Technically proficient in all coverages serviced by the team.
• Negotiate skillfully in tough situations with internal and external groups.
• Assist with renewal meetings to present results to client contacts.
• Lead client meetings when necessary and participate in prospect meetings.
• Analyze financial data and claims information for program options and renewals.
• Prepare renewal submissions and analyze quotes for accuracy.
• Coordinate submission flow to insure timely market submissions.

Skills

Communication skills

Multitasking

MS Office

Negotiation skills

Client relationships

Financial analysis

Education

Bachelor’s Degree

Licenses (state-specific)

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 AVP, Account Executive, Financial Lines role manages the placement/marketing and advisory service process for private company clients in order to meet individual and department production goals.

Duties & Responsibilities

• Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects, along with Producers, other Account Executives, Claims team, Account Managers and other team members
• Technically proficient in all coverages serviced by the team
• Strong time management skills; knows how to organize people and activities; strong understanding of how to separate and combine tasks into efficient work flow; proactive with own process and that of team members
• Ability to negotiate skillfully in tough situations with both internal and external groups
• 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
• 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
• 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
• 5-7 years relevant experience
• 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 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.