Senior Account Executive, Senior Living
The Baldwin Group
About The Position
The Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group.
Requirements
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- 10-15 years of Property & Casualty specific work experience required
- State specific license is required
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office Products (Excel, Powerpoint, Word)
- Professional in appearance and business conduct with strong customer service
Responsibilities
- Lead a service team with a defined book of business
- Assist with renewal meetings to present results to established client contacts
- Participate in client meetings and lead when necessary
- Understand complex financial analysis and claims data
- Participate as needed in Prospect presentation meetings
- Prepare renewal submissions for marketing; send and process complete renewal submissions
- Analyze quotes for accuracy and prepare spreadsheet of all quotes received
- Assist in 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.
- Assist in supervising support staff to help manage workflow
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Senior
