Associate Account Executive – Senior Living

🔥 13 hours ago

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• Responsible for a blend of internal delivery activities and client facing functions • Working independently on assigned Middle Market accounts • Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects • Manage the certificate renewal process with clients • Establish and maintain a good business relationship with clients, insurance carriers and colleagues • Ensure completion of internal/external Surplus Lines requirements

🎯 Requirements

• Bachelor’s degree preferred • 3+ years of relevant work experience required • Ability to work in a fast-paced environment • High level of professionalism and confidentiality • Ability to train other team members in duties & responsibilities of Junior Account Manager role • Manage assigned duties with independent decision-making authority • Proactive and can separate and combine tasks into efficient workflow • Strong verbal and written communication skills • Attention to detail & time management skills • Proficient in Microsoft Office products to include Word, Excel & PowerPoint

🏖️ Benefits

• Health insurance • Retirement plans • Paid time off • Flexible work arrangements • Professional development opportunities