VP, Account Executive – Professional & Cyber Solutions

🕒 September 15

🇺🇸 United States – Remote

💵 $150k - $175k / year

⏰ Full Time

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 0%

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏥 Healthcare

⚖️ Legal

💰 $170M Post IPO debt on 2023-10

Consulting • Healthcare • Legal

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

• Assist CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions practice clients and prospects • Manage internal sales, marketing, and account service processes for a dedicated book of business • Take primary responsibility for client service for a dedicated book of business within PCS • Retain and grow the book of business by achieving new business and retention goals • Review existing program policies and coverage for current clients • Build layered insurance programs • Build and maintain relationships with key client contacts and carrier representatives • Attend seminars, classes, and carrier meetings to stay informed about products, procedures, and market trends • Assist with renewal meetings and present results to established client contacts • Coordinate with Cybeta to prepare cyber threat intelligence and limit recommendation analysis • Participate in and lead client meetings when necessary • Participate in prospect presentation meetings as needed • Prepare new business and renewal submissions, process submissions to the insurance market, and oversee implementation • Analyze quotes and prepare comparisons of quotes received • Assist in data analysis to determine program structure options • Review insurance company documents for accuracy and submit corrections for revision • Understand complex financial analysis and claims data • Conduct vendor contract reviews and provide guidance on insurance requirements • Assist in supervising support staff and managing workflow • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree required • State specific insurance license is required • 6-8 years of relevant work experience preferred • 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