Account Executive, Risk Management

The Baldwin Group•Denver, CO

2d•Remote

About The Position

The Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes.

Requirements

Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
State specific license is required
10+ years of commercial insurance work experience with large accounts is required
Excellent communication skills, both verbal and written
Strong multitasking & time management skills
Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
Professional in appearance and business conduct with strong customer service
Ability to travel to client and prospect meetings approximately 20% of time

Nice To Haves

AI knowledge a plus
Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge

Responsibilities

Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
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
Identity and facilitate possible areas for expanded business with existing clients
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
Oversee implementation process
Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.