Account Executive, Commercial Risk - Middle Market - CAC

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. 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)

Qualifications:

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

Professional in appearance and business conduct with strong customer service

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