Associate Account Executive, Insurance Diligence and Private Equity Solutions

The Baldwin Group

Associate Account Executive supporting CAC’s private equity property and casualty insurance clients. Managing renewals, quote analysis, presentations, policy implementation, and ongoing client service.

Posted 9/3/2026full-timeNew York City • Illinois, New York • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, data analysis, and insurance program structuring. Proficient in preparing presentations and managing renewal processes while ensuring compliance with industry standards.

Highest-signal resume keywords

Client Relationship ManagementData AnalysisInsurance Program StructuringMicrosoft Office ProficiencyProperty and Casualty Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisClaims Data InterpretationRenewal Submission PreparationComparative Quote AnalysisProgram Audit Processing

Soft Skills

Excellent Communication SkillsStrong Multitasking SkillsTime Management SkillsCustomer Service Orientation

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

State Specific License

Industry Keywords

Property and CasualtyInsurance MarketClient PresentationsBilling SchedulesPost-Bind Deliverables

About the role

Key responsibilities & impact

Coordinate team preparation for renewal and new business meetings
Lead client meetings with support from product line specialists, advisors, and senior colleagues when necessary
Participate in prospect meetings as required
Interpret and summarize claims data
Solicit relevant renewal data from clients and ensure timely return and distribution to supporting colleagues
Prepare and process renewal submissions for marketing and follow up for carrier quotes
Analyze quotes for accuracy and prepare comparative quote analyses for client presentations
Perform data analysis to determine program structure options
Create and compile client presentations and internal marketing materials
Submit sold business to the insurance market and oversee implementation
Review insurance company documents for accuracy and submit corrections for revision
Maintain business relationships with clients, insurance carriers, and colleagues
Oversee engagement of claims, analytics, and risk engineering resources
Generate and maintain schedules of insurance, billing schedules, and other post-bind deliverables
Maintain CAC client portals
Monitor premium payment status and administer client invoicing and carrier payment timelines
Review and process program audits and endorsements through the policy life cycle
Perform other duties as assigned

Requirements

What you’ll need

Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
State specific license is required
2-7 years of property and casualty work experience required
Excellent communication skills, both verbal and written
Strong multitasking & time management skills
Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, and Word
Professional in appearance and business conduct with strong customer service

Benefits

Comp & perks

Bonus opportunity
Benefits