Account Executive, Risk Management

🔥 13 hours ago

⛰️ Colorado – Remote

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⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 10%

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Logo of The Baldwin Group

The Baldwin Group

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

• Coordinate brokerage teams, risk control, claims, and financial lines to ensure services are delivered and expectations are met • Establish, drive, and monitor processes and critical timelines for annual client insurance renewals • Assist with renewal meetings and present results to established client contacts • Participate in and lead client meetings when necessary • Understand complex financial analysis and claims data • Participate in prospect presentation meetings as needed • Identify and facilitate opportunities for expanded business with existing clients • Prepare, send, and process complete renewal submissions for marketing • Analyze quotes for accuracy and prepare spreadsheets of all quotes received • Assist in data analysis to determine program structure options • Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials • Oversee the implementation process • Review insurance company documents for accuracy and submit incorrect documents for revision

🎯 Requirements

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree • State specific license is required • 10+ years of commercial insurance work experience with large accounts is required • Excellent communication skills, both verbal and written • Strong multitasking and time management skills • Proficient in Microsoft Office products, including Microsoft Excel, PowerPoint, Word, and Publisher • AI knowledge is a plus • AE work and broking/placement experience is a major plus • Professional appearance and business conduct with strong customer service • Ability to travel to client and prospect meetings approximately 20% of the time

🏖️ Benefits

• Remote work arrangement • Opportunity to work with a leading insurance broker and advisor • Opportunity to work with experienced industry talent • Client and prospect meeting travel opportunities

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