Job description

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 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 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.

Requirements

Must-haves

The Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group.
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
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
Click here for some insight into our culture!

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Vision