Client-Focused Insurance Associate Account Executive

The Baldwin Group; Birmingham (AL); Presencial; USD 55.000 - 75.000; Jornada completa

Descripción de la vacante

The Baldwin Group in Birmingham, AL is seeking an Associate Account Executive to support the CAC Group. You will assist with renewal and new business submissions, prepare proposals, and analyze client data to drive marketing efforts.

Key duties include coordinating with clients and carriers, maintaining EPIC records, and presenting quotes and worksheets to the AE for review. Strong communication and multitasking are essential assets for success.

Formación

• Bachelor's degree required; in lieu of degree can substitute relevant education and work experience.
• Excellent communication skills, both verbal and written.
• Strong multi-tasking and time management abilities.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Ability to work in a fast-paced environment with professionalism and confidentiality.

Responsabilidades

• Provide support to the team’s book of business including renewal and new business processes.
• Prepare renewal submissions for marketing with exposure analysis and loss information.
• Analyze quotes for accuracy and prepare proposals for AE review.
• Submit sold business to insurance market and oversee implementation.
• Maintain client records in EPIC and vendor software; communicate with clients and carriers.
• Lead or participate in weekly team activities and client meetings when needed.
• Assist with premium allocations and invoicing; provide backup for AM duties.

Conocimientos

Communication

Multitasking

MS Office

Fast-paced work

Professionalism

Educación

Bachelor's degree

Herramientas

EPIC

Descripción del empleo

The Baldwin Group in Birmingham, AL is seeking an Associate Account Executive to support the CAC Group. You will assist with renewal and new business submissions, prepare proposals, and analyze client data to drive marketing efforts.

Key duties include coordinating with clients and carriers, maintaining EPIC records, and presenting quotes and worksheets to the AE for review. Strong communication and multitasking are essential assets for success.