Associate Account Executive, Financial Lines

Baldwin Group Colleague • Denver, CO

7d

About The Position

Provide support to the Financial Lines team’s book of business including the marketing process for new and renewal business and backup for Account Manager responsibilities.

Requirements

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 1-3 years of relevant work experience required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
• Professional in appearance and business conduct with strong customer service

Nice To Haves

• Strong understanding of all coverages serviced by the team
• Proactive and can separate and combine tasks into efficient workflow
• Understand corporate financials and claims data

Responsibilities

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
• Help prepare team for renewal and new business meetings
• Participate in client and prospect meetings when necessary
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Perform 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
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level