Account Executive, Oil & Gas
Baldwin, Houston, TX, United States
Marketing & Service Manager 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. 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
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