Account Executive, Construction-CAC Group

The Baldwin Group•Birmingham, AL

About The Position

The Account Executive is responsible for marketing new and renewed business within a specific property and casualty (P&C) service team. The role supports client renewals and presentations, oversees a team handling a book of business, and works with producers and service teams to identify appropriate insurance markets, coverage options, and pricing. It also involves analyzing financial and claims data, supervising renewal submissions and implementation, and developing hands-on experience in the skills needed to manage a service team as a Senior Account Executive.

Requirements

Bachelor’s degree.
Appropriate state license.
Five to seven years of experience in a P&C administration or marketing role.
Excellent verbal and written communication skills.
Strong multitasking and time-management skills.
Proficiency in Microsoft Office products.
Agency Management experience.
Professional appearance and business conduct, with strong customer service.

Responsibilities

Assist with pre-renewal and renewal meetings and present results to established client contacts.
Oversee a team of employees handling a specific book of business.
Prepare for and participate in prospect and client presentation meetings.
Present renewal meetings and/or stewardship reviews to established clients.
Prepare, review, and supervise renewal submissions for marketing, including sending and processing complete electronic submissions with loss data, contracts, and supporting documents.
Analyze carrier quotes for accuracy and prepare proposal and presentation documents covering quotes received.
Analyze data to determine program structure options.
Communicate with producers to determine appropriate insurance carrier recommendations, competitive pricing, and products.
Submit sold business to the insurance market and oversee the implementation process.
Review documents issued by insurance companies for accuracy.
Understand complex financial analysis and claims data.
Communicate with the service team about new business opportunities.
Initiate and conduct marketing strategy meetings with producers.
Communicate account expectations to the client service team and track them throughout the year.
Assist in supervising support staff, including Account Managers and Junior Account Executives, to help manage workflow.
Gain hands-on experience in the skills needed to manage a service team as a Senior Account Executive.
Perform other duties as assigned.