Senior Account Executive, Senior Living

Baldwin Group Colleague, Inc.; United States; A distancia; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

The Baldwin Group, a leading national insurance broker, seeks a Senior Account Executive to manage the marketing and service processes within the Senior Living team. You will lead a service team, coordinate renewal meetings, and present results to clients while analyzing complex claims data.

Ideal candidates hold a Bachelor’s degree and 10–15 years of Property & Casualty experience with an active state license. Strong communication and MS Office skills are essential for success.

Formación

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• 10–15 years of Property & Casualty specific work experience required
• State-specific license is required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office Products (Excel, PowerPoint, Word)
• Professional in appearance and business conduct with strong customer service

Responsabilidades

• Lead a service team with a defined book of business
• 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 in Prospect presentation meetings
• 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
• Submit incorrect documents to insurance companies for revision
• Assist in supervising support staff to help manage workflow
• Other duties as assigned

Conocimientos

Excellent communication

Multitasking

MS Office

Professional appearance

Educación

Bachelor’s Degree

Herramientas

Excel

PowerPoint

Word

Descripción del empleo

CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group. Click here for some insight into our culture!

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.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

Duties & Responsibilities

• Lead a service team with a defined book of business
• 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
• 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.
• Submit incorrect documents to insurance companies for revision.
• Assist in supervising support staff to help manage workflow
• Other duties as assigned

Qualifications

Bachelor’s Degree required; substantial work experience may be considered in lieu of degree 10-15 years of Property & Casualty specific work experience required State specific license is required Excellent communication skills, both verbal and written Strong multitasking & time management skills Proficient in Microsoft Office Products (Excel, Powerpoint, Word) Professional in appearance and business conduct with strong customer service

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.