Senior Account Executive, Senior Living
At a glance
Senior Account Executive role at Baldwin (Baldwin). Remote, United States · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Lead a service team responsible for a defined client portfolio
- Help present renewal results to client contacts, and take the lead in client meetings when needed
- Review claims and financial data to shape program options and prepare renewal submissions
- Compare insurance quotes, build client materials, and send sold business to market for implementation
- Check insurer-issued documents for errors and coordinate corrections
What you bring
- You have ten to fifteen years of work in property and casualty insurance
- A bachelor’s degree is required, though substantial work experience may substitute
- You hold the license required for the applicable state
- You can manage competing work and communicate clearly in writing and conversation
Who this fits
This senior role suits someone comfortable leading a service team while handling client renewals and insurance marketing work. The position is remote within the United States.
From the employer
The Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group.
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
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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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