Senior Account Executive, Risk Management

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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

• Oversee the entire Risk Management AE team for staffing, training, account assignments, and related management • Manage a book of a few of the largest and most complex accounts • Lead colleagues in providing coordinated brokerage and services to clients • Coordinate brokerage teams, risk control, claims, and financial lines to ensure service delivery and expectations are met • Establish, drive, and monitor processes and critical timelines for annual insurance renewals • Assist with renewal meetings and present results to established client contacts • Participate in and lead client meetings when necessary • Participate as needed in prospect presentation meetings • 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 quote spreadsheets • 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 • Supervise support staff to manage workflow • Act as a resource for AEs, AAEs, and AMs in Risk Management • Complete annual goal setting, oversight, and day-to-day management of the Risk Management service team

🎯 Requirements

• Bachelor's Degree required; substantial work experience may be considered in lieu of degree • State-specific license required • 15+ years of commercial insurance work experience with large accounts required • AE work and broking/placement experience is a major plus • Excellent verbal and written communication skills • Strong multitasking and time management skills • Proficiency in Microsoft Office products, including Excel, PowerPoint, Word, and Publisher • Professional appearance and business conduct with strong customer service • Ability to travel to client and prospect meetings approximately 20% of the time