Senior Account Executive, Risk Management

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

Job summary

The Baldwin Group, United States, seeks a senior Risk Management leader to oversee the Risk Management AE team, staffing, training, and account assignments while handling a select portfolio of large, complex accounts. You will coordinate brokerage teams, risk control, claims and financial lines to ensure services meet client expectations, drive renewals, and present results in client meetings.

The role requires extensive experience in commercial insurance, strong communication, and travel about

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• 15+ years of commercial insurance work experience with large accounts.
• AE work and broking/placement experience preferred.
• Excellent communication and multitasking skills.
• Ability to travel ~20%.

Responsibilities

• Lead a team delivering brokerage and services to clients.
• Coordinate brokerage teams, risk control, claims, and financial lines.
• Manage annual insurance renewals and client meetings.
• Prepare renewal submissions and analyze quotes.
• Oversee implementation and document review with insurers.
• Supervise support staff and manage workflow.
• Act as resource for AEs/AAEs/AMs in Risk Management.

Skills

Commercial Insurance

Team Leadership

Client Relationship Management

Financial Analysis

Education

Bachelor’s Degree

Tools

Microsoft Office

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 clientsCoordination 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 clientsAssist with renewal meetings to present results to established client contactsParticipate in client meetings and lead when necessaryUnderstand complex financial analysis and claims dataParticipate as needed in Prospect presentation meetingsIdentity and facilitate possible areas for expanded business with existing clientsPrepare renewal submissions for marketing; send and process complete renewal submissionsAnalyze quotes for accuracy and prepare spreadsheet of all quotes receivedAssist in data analysis to determine program structure optionsCreate client presentation including quotes, spreadsheet, contract comparison and other internal marketing materialsOversee implementation processReview documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.Supervise support staff to help manage workflowManagement Duties & Responsibilities:Act as a resource for AEs, AAEs and AMs in Risk ManagementComplete annual goal setting, oversight and day to day management of Risk Management service teamQualifications:Bachelor’s Degree required; substantial work experience may be considered in lieu of degreeState specific license is required15+ years of commercial insurance work experience with large accounts is requiredBoth AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledgeExcellent communication skills, both verbal and writtenStrong multitasking & time management skillsProficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)Professional in appearance and business conduct with strong customer serviceAbility to travel to client and prospect meetings approximately 20% of timeSalary : $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.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.