AVP, Account Executive, Financial Lines

The Baldwin Group; Plano (TX); On-site; USD 90,000 - 150,000; Full time

Job summary

The Baldwin Group, a leading insurance broker and advisor, seeks an AVP, Account Executive, Financial Lines to manage renewal, marketing and advisory services for private company clients. You will coordinate with Producers, Claims, and Account Managers to meet production goals.

Responsibilities include renewal submissions, data analysis, client meetings, and preparing market presentations. The role demands broad coverage knowledge, licensing, and excellent communication.

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)

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

Skills

Excellent communication

Strong multitasking

Time management

Client presentation

Education

Bachelor’s Degree

State license

Tools

Microsoft Excel

PowerPoint

Word

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

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.