Associate Account Executive, Financial Lines
About The Position
The role will provide support to the team’s book of business including the marketing process for new and renewal business and backup for Account Manager responsibilities. CAC, 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.
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
Benefits
- Equal employment opportunity firm
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
