Senior Account Executive, Risk Management

The Baldwin Group; United States; On-site; USD 200,000 - 250,000; Full time

Job summary

The Baldwin Group is seeking an experienced leader to oversee the Risk Management AE team, driving staffing, training, and account assignments while managing a portfolio of large, complex accounts. You will coordinate brokerage, risk control, and claims services to ensure delivery and client satisfaction.

The role requires extensive insurance experience, strong communication, and the ability to travel up to 20% to meet with clients and prospects.

Qualifications

• Bachelor’s degree required; substantial work experience may count in lieu.
• State license is required.
• 15+ years of commercial insurance with large accounts.
• AE work and broking/placement experience is a plus.
• Excellent verbal and written communication skills.
• Strong multitasking & time management skills.
• Proficient with Microsoft Office products; Excel, PowerPoint, Word, Publisher.
• Ability to travel to client and prospect meetings ~20% of time.

Responsibilities

• Lead a team of colleagues in providing coordinated brokerage and services to clients.
• Coordinate brokerage teams, risk control, claims, financial lines – ensure service delivery and expectations are met.
• Establish, drive processes, and monitor timelines for annual insurance renewals.
• 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.
• Identify areas for expanded business with existing clients.
• Prepare renewal submissions for marketing; send and process renewal submissions.
• Analyze quotes and prepare spreadsheet of quotes received.
• Oversee implementation process.
• Review documents issued by insurance company for accuracy; request revisions as needed.
• Supervise support staff to manage workflow.

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

Publisher

Job description

Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.

Duties & Responsibilities

• Lead a team of colleagues in providing coordinated brokerage and services to clients
• Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
• 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
• Participate as needed in Prospect presentation meetings
• Identity and facilitate possible areas for expanded business with existing clients
• 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
• Oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Supervise support staff to help manage workflow

Management Duties & Responsibilities

• Act as a resource for AEs, AAEs and AMs in Risk Management
• Complete annual goal setting, oversight and day to day management of Risk Management service team

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 15+ years of commercial insurance work experience with large accounts is required
• Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
• Professional in appearance and business conduct with strong customer service
• Ability to travel to client and prospect meetings approximately 20% of time

Salary: $200-250k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.