CAC Associate Account Executive, Property & Casualty-Middle Market

Baldwin Group Colleague•Birmingham, AL

About The Position

CAC Group, 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. Provide support to the team’s book of business including the marketing process for new and renewal business.

Requirements

Strong understanding of all coverages serviced by the team
Proactive and can separate and combine tasks into efficient workflow
Understand client claims data
Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
1+ year of relevant work experience required
Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality

Responsibilities

Provide support to the team’s book of business including the marketing process for new and renewal business
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 – including exposure analysis, renewal workbooks, and loss information.
Analyze all quotes for accuracy and prepare proposal/presentation for AE review.
Presentations could include 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
Participate in day-to-day operations of a service team and the assigned book of business
Establish and maintain a good business relationship with clients, insurance carriers and colleagues
Maintain client records within EPIC and various vendor software, as appropriate
Train with AE on best practices
Work with AM to prepare premium allocations
Attend carrier meetings, to occasionally include afterhours events
Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
Other duties as assigned