Private Equity Insurance AAE – P&C Diligence & Renewals

Baldwin Group Colleague, Inc.; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

CAC, part of The Baldwin Group, is seeking an Associate Account Executive to support the Private Equity Property & Casualty team’s book of business, including the renewal process and new business submissions, while serving as the primary client contact.

You will collaborate with the Client Adviser, Producers, Account Manager, Claims team and senior colleagues to ensure accurate, timely, and high-quality service for clients and prospects throughout the policy life cycle.

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• State specific license is required.
• 2-7 years of property and casualty work experience required.
• 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.

Responsibilities

• Coordinate team preparation for renewal and new business meetings.
• Lead client meetings, with support of product line specialists, advisors, and senior colleagues.
• Participate in prospect meetings, as required.
• Interpret and summarize claims data.
• Solicit relevant renewal data from clients and ensure data is returned within the agreed timeline and distributed to relevant supporting CAC colleagues.
• Prepare renewal submissions for marketing; send and process complete renewal submissions and follow up for carrier quotes in response.
• Analyze quotes for accuracy and prepare relevant comparative analysis of all quotes received for presentation to clients, with support of senior colleagues where needed.
• Perform data analysis to determine program structure options, with support of analytics colleagues.
• Create and compile client presentation including analysis of quotes and other internal marketing materials, assimilating inputs from contribution senior colleagues into a unified presentation, as appropriate.
• 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.
• Oversee engagement of claims, analytics and risk engineering resources to fulfill client needs.
• Generate and maintain a schedules of insurance, billing schedule, and other post-bind client deliverables, as required by the client.
• Ensure CAC client portals are maintained in an up-to-date status.
• Monitor premium payment status and ensure timeline administration of client invoicing and carrier payment, with support of assigned Account Manager.
• Review and process program audits and endorsements through the policy life cycle.
• Other duties as assigned

Skills

Communication skills

Multitasking

Time management

Microsoft Office

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

CAC, part of The Baldwin Group, is seeking an Associate Account Executive to support the Private Equity Property & Casualty team’s book of business, including the renewal process and new business submissions, while serving as the primary client contact.

You will collaborate with the Client Adviser, Producers, Account Manager, Claims team and senior colleagues to ensure accurate, timely, and high-quality service for clients and prospects throughout the policy life cycle.