Manages complex commercial insurance accounts by coordinating brokerage and service teams, overseeing renewal timelines, analyzing claims and financial data, preparing submissions and client presentations, evaluating quotes, supporting prospect meetings, identifying expansion opportunities, and ensuring accurate policy implementation and documentation. The role requires substantial large-account insurance experience, a state-specific license, strong communication skills, and approximately 20% travel.
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 Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes
The Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes
Client Duties & Responsibilities:
- 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.
Qualifications:·
- 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
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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.
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