Account Executive, Commercial Risk - Middle Market - CAC
The Baldwin Group•Tampa, FL
About The Position
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.
Requirements
- 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
Nice To Haves
- May require overnight travel
Responsibilities
- Responsible for marketing new and renewed business within a specific P&C service team.
- 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)
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
101-250 employees
