CAC Associate Account Executive, Property & Casualty-Middle Market

The Baldwin Group; Birmingham (AL); On-site; USD 42,000 - 54,000; Full time

Job summary

The Baldwin Group, CAC Group, is recruiting to support our insurance team in Birmingham, AL. The role focuses on supporting the team’s book of business, managing the marketing process for new and renewal business, and preparing materials for client meetings.

Responsibilities include renewal submissions, analysis of quotes, and maintaining client records in EPIC and other software. The position requires strong communication, multitasking, and the ability to work in a fast-paced environment with

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
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)

Responsibilities

• Provide support to the team’s book of business including the marketing process for new and renewal business
• 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
• 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

Skills

Communication

Time management

Multitasking

MS Office

Fast-paced

Professionalism

Confidentiality

Education

Bachelor’s degree or equivalent

Insurance license (state)

Tools

EPIC

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. 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.

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

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.