Senior Account Executive, Senior Living

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🧑‍💼 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

• Lead a service team with a defined book of business • Assist with renewal meetings to present results to established client contacts • Participate in client meetings and lead when necessary • Understand complex financial analysis and claims data • Participate as needed in prospect presentation meetings • Prepare 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 • Submit sold business to the insurance market and oversee implementation • Review insurance company documents for accuracy and submit incorrect documents for revision • Assist in supervising support staff to help manage workflow • Perform other duties as assigned

🎯 Requirements

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree • 10-15 years of Property & Casualty specific work experience required • State specific license is required • Excellent communication skills, both verbal and written • Strong multitasking & time management skills • Proficient in Microsoft Office Products (Excel, Powerpoint, Word) • Professional in appearance and business conduct with strong customer service

🏖️ Benefits

• Remote work arrangement • Full-time employment

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