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Account Executive, Commercial Risk – Middle Market
The Baldwin GroupAccount Executive handling marketing for new and renewed P&C insurance business. Overseeing team performance, client presentations, and renewal submissions in a leading insurance firm.
About the role
Key responsibilities & impact- Responsible for marketing new and renewed business within a specific P&C service team
- Assist with pre-renewal and renewal meetings to present results to established client contacts
- Oversee a team of employees handling a specific book of business
- Prepare and participate in prospect and client presentation meetings
- Ability to present renewal meetings and/or stewardship reviews to established clients
- Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
- Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
- Perform data analysis to determine program structure options
- Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy.
- Understand complex financial analysis and claims data
- Communicate with service team on new business opportunities
- Initiate and conduct marketing strategy meetings with producers
- Communicate with client service team on account expectations and track throughout the year
- Assist in supervising support staff (AM, Jr AE)
Requirements
What you’ll need- Bachelor’s Degree required
- Appropriate state license required
- Five to seven years of experience in a P&C administration/marketing role
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products
- Agency Management experience
- May require overnight travel
Benefits
Comp & perks- Professional in appearance and business conduct with strong customer service
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisfinancial analysisclaims data analysismarketing strategyproposal preparationrenewal submissionsinsurance market submissionclient presentationssupervision of support staffP&C administration
Soft Skills
communication skillsmultitaskingtime managementteam leadershipclient relationship managementpresentation skillsanalytical thinkingorganizational skillscollaborationproblem-solving
Certifications
Bachelor's Degreestate insurance license