CAC Account Executive, Property & Casualty

Baldwin Group Colleague, Inc.; Birmingham (AL); On-site; USD 70,000 - 110,000; Full time

Job summary

CAC Group is seeking a Senior Account Executive to lead P&C marketing and client servicing for a defined book within the Birmingham area. The role emphasizes strategy, teamwork, and effective communication with producers, clients, and carriers to optimize pricing and coverage.

The ideal candidate has a bachelor’s degree, licensure, 5–7 years in P&C administration/marketing, strong MS Office skills, and the ability to travel as needed to meet client needs and earning objectives.

Qualifications

• Bachelor’s Degree required.
• 5–7 years in a P&C administration/marketing role.
• Excellent communication skills, verbal and written.
• Strong multitasking & time management skills.
• Proficient in Microsoft Office products.
• Agency Management experience.

Responsibilities

• Market new and renewed business within a P&C service team.
• Assist pre-renewal and renewal meetings and present results to clients.
• Oversee a team handling a specific book of business.
• Prepare and participate in prospect and client presentations.

Skills

P&C marketing

Team leadership

Client presentations

Data analysis

Communication skills

MS Office

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

CAC Group, 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.

Responsibilities

• Responsible for marketing new and renewed business within a specific P&C service team
• Assist with pre-renewal and renewal meetings to present results to established client contacts
• Oversee a team of employees handling a specific book of business
• Prepare and participate in prospect and client presentation meetings
• Present renewal meetings and/or stewardship reviews to established clients
• Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
• Perform data analysis to determine program structure options
• Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy
• Understand complex financial analysis and claims data
• Communicate with service team on new business opportunities
• Initiate and conduct marketing strategy meetings with producers
• Communicate with client service team on account expectations and track throughout the year
• Assist in supervising support staff (AM, Jr AE) to help manage workflow
• Obtain thorough hands‑on experience the skills needed to manage a service team as a Sr AE
• Other duties as assigned

Qualifications

• Bachelor’s Degree required
• Appropriate state license required
• Five to seven years of experience in a P&C administration/marketing role
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products
• Agency Management experience
• May require overnight travel
• Professional in appearance and business conduct with strong customer service

Equal Employment Opportunity

CAC, part of The Baldwin 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.