CAC Account Executive, Property & Casualty
At a glance
Mid-level Account Executive role at Baldwin (Baldwin). Birmingham · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Market new and renewed P&C business within an assigned service team
- Lead renewal preparation, including submissions, loss data, contracts, and supporting materials
- Evaluate carrier quotes and build proposal documents from the available options
- Present renewal, stewardship, prospect, and client meetings with established contacts
- Guide book-of-business staff, coordinate workflow, and oversee implementation of sold accounts
What you bring
- A bachelor’s degree and the required license for the applicable state
- Five to seven years handling P&C administration or marketing work
- Agency management experience, Microsoft Office proficiency, and strong written and verbal communication
- The ability to manage competing work, understand financial and claims data, and support client service
Who this fits
You’ll suit a mid-level account executive role combining P&C marketing, renewal analysis, client presentations, and staff supervision. The job is based in Birmingham and may involve overnight travel. You’ll work with producers, client service teams, carriers, established clients, and support staff.
From the employer
Responsible for marketing new and renewed business within a specific P&C service team
- Assist with pre-renewal and renewal meetings to present results to established client contacts
- Oversee a team of employees handling a specific book of business
- Prepare and participate in prospect and client presentation meetings
- Ability to present renewal meetings and/or stewardship reviews to established clients
- Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
- Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received Perform data analysis to determine program structure options
- Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
- Submit sold business to insurance market and oversee implementation process Review documents issued by insurance company for accuracy.
- Understand complex financial analysis and claims data
- Communicate with service team on new business opportunities
- Initiate and conduct marketing strategy meetings with producers
- Communicate with client service team on account expectations and track throughout the year
- Assist in supervising support staff (AM, Jr AE) to help manage workflow
- Obtain thorough hands-on experience the skills needed to manage a service team as a Sr AE Other duties as assigned
Qualifications:
- Bachelor’s Degree required
- Appropriate state license required
- Five to seven years of experience in a P&C administration/marketing role
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products
- Agency Management experience
- May require overnight travel
- Professional in appearance and business conduct with strong customer service
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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