
Account Executive, Oil & Gas
Baldwin, Houston, TX, United States
Insurance Broker And Advisor 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. Find out more about career opportunities to work with the best team in the industry. The role will manage the marketing & service processes within the Oil & Gas Service Team.
Duties & Responsibilities:
Assist with renewal meetings to present results to established client contacts
Lead a service team with a defined book of business, specializing in insurance placements for power and renewable energy clients
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
Qualifications:
Bachelor's Degree required; substantial work experience may be considered in lieu of degree
6+ years of Property & Casualty 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; (Microsoft Excel, PowerPoint, Word, Publisher)
Professional in appearance and business conduct with strong customer service
The Baldwin Group (previously Baldwin Risk Partners) is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we've evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what's possible for themselves, their families, and their businesses. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.