[Hiring] Senior Account Executive, Risk Management @The Baldwin Group

Role Description

This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.

• Lead a team of colleagues in providing coordinated brokerage and services to clients.
• Coordinate brokerage teams, risk control, claims, financial lines – ensuring all services are delivered and expectations are met.
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients.
• 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.
• Identify and facilitate possible areas for expanded business with existing clients.
• Prepare renewal submissions for marketing; send and process complete renewal submissions.
• Analyze quotes for accuracy and prepare a spreadsheet of all quotes received.
• Assist in data analysis to determine program structure options.
• Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials.
• Oversee implementation process.
• Review documents issued by insurance companies for accuracy; submit incorrect documents to insurance companies for revision.
• Supervise support staff to help manage workflow.

• Act as a resource for AEs, AAEs and AMs in Risk Management.
• Complete annual goal setting, oversight, and day-to-day management of the Risk Management service team.

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree.
• State specific license is required.
• 15+ years of commercial insurance work experience with large accounts is required.
• Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge.
• Excellent communication skills, both verbal and written.
• Strong multitasking & time management skills.
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher).
• Professional in appearance and business conduct with strong customer service.
• Ability to travel to client and prospect meetings approximately 20% of time.

Requirements

• Salary: $250-275k.

Company Description

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.