Senior Account Executive - Risk Management (Remote)

Baldwin Group Colleague, Inc.; United States; Remote; USD 120.000 - 160.000; Vollzeit

Zusammenfassung

CAC, part of The Baldwin Group, seeks an experienced Account Executive to partner with clients, coordinating brokerage teams and delivering services across the renewal and delivery processes for large national accounts.

The role requires license, 10+ years in commercial insurance, and excellence in communication, with travel about 20%. AI knowledge is a plus and AE/broking experience is valued.

Qualifikationen

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

Aufgaben

• 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.
• Identify 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.

Kenntnisse

Communication skills

Multitasking

Time management

Microsoft Office

Excel

PowerPoint

Word

Publisher

AI knowledge

Customer service

Ausbildung

Bachelor's Degree

Tools

Microsoft Excel

PowerPoint

Word

Publisher

Jobbeschreibung

CAC, part of The Baldwin Group, seeks an experienced Account Executive to partner with clients, coordinating brokerage teams and delivering services across the renewal and delivery processes for large national accounts.

The role requires license, 10+ years in commercial insurance, and excellence in communication, with travel about 20%. AI knowledge is a plus and AE/broking experience is valued.