Senior Strategic Insurance Accounts Executive

CAC Group; Oregon; Hybrid; USD 120,000 - 180,000; Full time

Job summary

CAC Group, part of The Baldwin Group, seeks an Account Executive in Oregon to manage marketing and service processes for large Risk Management/National accounts. You will coordinate brokerage teams, reviews of renewal submissions, and client meetings to ensure timely, accurate delivery of services.

The role requires a Bachelor’s degree, a state license, 10+ years in commercial insurance with large accounts, and strong communication skills. Traveling up to 20% of time is expected.

Qualifications

• Bachelor's Degree required; substantial work experience may substitute
• State-specific license is required
• 10+ years of commercial insurance with large accounts
• Excellent verbal and written communication
• Strong multitasking and time management
• Professional appearance and customer service oriented
• Willingness to travel ~20% of time

Responsibilities

• Coordinate brokerage teams, risk control, claims, financial lines, ensuring services meet expectations
• Establish, drive processes, and monitor renewal timelines for client renewals
• Assist with renewal meetings to present results to client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate in prospect meetings when needed
• Identify areas for expanded business with existing clients
• Prepare renewal submissions for marketing; manage submissions
• Analyze quotes and prepare a quotes spreadsheet
• Assist in data analysis to determine program structure options
• Create client presentations including quotes and contracts
• Oversee implementation process
• Review documents for accuracy and request revisions as needed

Skills

Communication skills

Multitasking

Travel readiness

Insurance knowledge

AE/broking experience

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

CAC Group, part of The Baldwin Group, seeks an Account Executive in Oregon to manage marketing and service processes for large Risk Management/National accounts. You will coordinate brokerage teams, reviews of renewal submissions, and client meetings to ensure timely, accurate delivery of services.

The role requires a Bachelor’s degree, a state license, 10+ years in commercial insurance with large accounts, and strong communication skills. Traveling up to 20% of time is expected.