Account Executive, Professional & Cyber Solutions

🕒 2 days 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

• Manage the internal sales, marketing & account service processes for a dedicated book of business within the Professional & Cyber Solutions team • Assist CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions (PCS) practice clients and prospects • Will have primary responsibility for client service for a dedicated book of business within PCS • Work alongside other teammates to retain and grow the book of business by achieving new business and retention goals • Ensure review of existing program policies/coverage for current clients • Demonstrate proficiency building layered insurance programs • Build and maintain relationships with key client contacts and assist with overall client service • Build and maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes, and market trends • Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients • Assist with renewal meetings to present results to established client contacts • Coordinate with our data and analytics partner, Cybeta, to prepare cyber threat intelligence and limit recommendation analysis for clients • Participate in client meetings and lead when necessary • Prepare new business and renewal submissions for marketing; send and process complete submissions to the insurance market and oversee implementation process • Analyze quotes for accuracy and prepare comparison of all quotes received • Assist in data analysis to determine program structure options • Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision • Understand complex financial analysis and claims data • Conduct vendor contract review and provide guidance on insurance requirements • Assist in supervising support staff to help manage workflow • Other duties as assigned

🎯 Requirements

• Bachelor’s Degree required; State specific insurance license is required • 1-5+ 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

🏖️ Benefits

• Professional development opportunities