Account Executive, Construction-CAC Group
At a glance
Mid-level Account Executive role at Baldwin (Baldwin). Birmingham · full-time · no salary stated · we estimate $87,500–$180,000 across the United States.
Baldwin (Baldwin) has not published a salary for this role. The figure below is our estimate, not theirs.
growthroles summary, based on the employer's posting.
What you'll do
- Prepare renewal submissions with loss information and supporting files, then check carrier quotes before building client proposals
- Present renewal results and stewardship reviews, and take part in meetings with prospective and current clients
- Use program and claims data to compare coverage structures, then work with producers on carrier and product recommendations
- Coordinate sold-account handoff and implementation, while tracking client expectations with the service team
- Guide employees handling a book of business and help support staff manage their workflow
What you bring
- A bachelor’s degree and an appropriate state insurance license are required
- Five to seven years in property and casualty administration or marketing
- You bring agency management experience and strong written and spoken communication skills
Who this fits
This mid-level role suits someone ready to oversee a book of business and build hands-on experience toward managing a service team. Overnight travel may be required. You will assist with supervising support staff and oversee employees handling accounts.
From the employer
Responsible for marketing new and renewed business within a specific P&C service team.
Duties & Responsibilities:
• Assist with pre-renewal and renewal meetings to present results to established client contacts
• Oversee a team of employees handling a specific book of business
• Prepare and participate in prospect and client presentation meetings
• Ability to present renewal meetings and/or stewardship reviews to established clients
• Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
• Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received Perform data analysis to determine program structure options
• Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
• Submit sold business to insurance market and oversee implementation process Review documents issued by insurance company for accuracy.
• Understand complex financial analysis and claims data
• Communicate with service team on new business opportunities
• Initiate and conduct marketing strategy meetings with producers
• Communicate with client service team on account expectations and track throughout the year
• Assist in supervising support staff (AM, Jr AE) to help manage workflow
• Obtain thorough hands-on experience the skills needed to manage a service team as a Sr AE Other duties as assigned
Qualifications:
•
Bachelor’s Degree required
• Appropriate state license required
• Five to seven years of experience in a P&C administration/marketing role
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products
• Agency Management experience
• May require overnight travel
• Professional in appearance and business conduct with strong customer
service.
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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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