Account Executive, Construction-CAC Group
Baldwin Group Colleague•Birmingham, AL
About The Position
The Account Executive is responsible for marketing new and renewed business within a specific property and casualty service team. The role supports client and prospect presentations, renewal marketing, insurance program analysis, and implementation of sold business. It also oversees a team handling a specific book of business and assists in supervising support staff while gaining hands-on experience in managing a service team.
Requirements
- Bachelor’s degree required.
- Appropriate state license required.
- Five to seven years of experience in a property and casualty 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 to 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 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.
- Obtain hands-on experience and develop the skills needed to manage a service team as a Senior Account Executive.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
