Senior Account Executive, Financial Lines

CAC Group; Plano (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

CAC Group, part of The Baldwin Group, is seeking an AVP, Account Executive for Financial Lines in Plano, TX. You will manage placement, marketing and advisory services for private company clients to meet production goals.

Duties include renewals, new business prep, client meetings, and reviewing quotes and financial data. Strong communication, teamwork, and proficiency with Microsoft Office are essential.

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

Responsibilities

• Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects
• Technically proficient in all coverages serviced by the team
• Strong time management skills; organize people and activities; proactive with own process and team
• Negotiate skillfully in tough situations with 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
• 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; revise as needed
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Other duties as assigned

Skills

Excellent communication

Multitasking

Time management

Customer service

Education

Bachelor’s Degree

Tools

Microsoft Office (Excel, PowerPoint, Word)

Job description

CAC Group, part of The Baldwin Group, is seeking an AVP, Account Executive for Financial Lines in Plano, TX. You will manage placement, marketing and advisory services for private company clients to meet production goals.

Duties include renewals, new business prep, client meetings, and reviewing quotes and financial data. Strong communication, teamwork, and proficiency with Microsoft Office are essential.