CAC Associate Account Executive, Property & Casualty-Middle Market

Baldwin (Baldwin) Open · verified Sep 25, 2026

Birmingham Full-time Mid-level Account Executive

At a glance

Mid-level Account Executive role at Baldwin (Baldwin). Birmingham · full-time.

Pay not stated

RoleAccount Executive

SeniorityMid-level

LocationBirmingham

EmploymentFull-time

PostedSep 16, 2026 · 9d ago

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Support new and renewal business by preparing exposure analyses, workbooks, loss information, and complete marketing submissions
Review quotes, compare contracts, and build proposals or presentations for the Account Executive
Submit sold accounts to insurers, track implementation, and check issued documents for corrections
Maintain client records in EPIC and vendor systems while supporting the service team’s assigned book
Lead weekly internal account updates and back up account management tasks such as certificates, auto ID cards, and invoicing

What you bring

A bachelor’s degree, or equivalent relevant education and work experience
At least one year of relevant experience and an appropriate state insurance license, secured within the first sixty days if needed
Strong verbal and written communication, with the ability to manage complex work across multiple simultaneous tasks
Working proficiency in Microsoft Word, Excel, and PowerPoint

Who this fits

You’ll suit a mid-level account executive role centered on property and casualty middle-market accounts, renewal marketing, client records, and service-team coordination. The work calls for organized, discreet professionals who can handle a fast pace, client and carrier relationships, and occasional after-hours carrier events in Birmingham.

From the employer

CAC Group, 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.

Provide support to the team’s book of business including the marketing process for new and renewal business

Duties & Responsibilities:

Strong understanding of all coverages serviced by the team
Proactive and can separate and combine tasks into efficient workflow
Help prepare team for renewal and new business meetings
Participate in client and prospect meetings when necessary
Understand client claims data
Prepare renewal submissions for marketing; send and process complete renewal submissions – including exposure analysis, renewal workbooks, and loss information.
Analyze all quotes for accuracy and prepare proposal/presentation for AE review. Presentations could include 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
Participate in day-to-day operations of a service team and the assigned book of business
Establish and maintain a good business relationship with clients, insurance carriers and colleagues
Maintain client records within EPIC and various vendor software, as appropriate
Other duties as assigned
Train with AE on best practices
Work with AM to prepare premium allocations
Attend carrier meetings, to occasionally include afterhours events
Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
Other duties as assigned

Qualifications:

Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
1+ year of relevant work experience required
Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality

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.