Senior Account Executive, Risk Management
- Роль
- Развитие бизнеса
- Опыт
- Синьор
Доступно для: US only. Укажите, откуда вы работаете, чтобы проверить доступность.
Коротко по делу
Senior Account Executive who both leads the Risk Management AE team and owns the firm's largest, most complex accounts. Hard requirements: 15+ years of commercial insurance work with large accounts, a state-specific insurance license, and a bachelor's degree (or equivalent experience). Remote within the US, ~20% travel to client and prospect meetings.
Обязательные навыки
Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts. Duties & Responsibilities: Lead a team of colleagues in providing coordinated brokerage and services to clients Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met. Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients 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 Identity and facilitate possible areas for expanded business with existing clients Prepare renewal submissions for marketing; send and process complete renewal submissions Analyze quotes for accuracy and prepare spreadsheet of all quotes received Assist in data analysis to determine program structure options Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials Oversee implementation process Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision. Supervise support staff to help manage workflow Management Duties & Responsibilities: Act as a resource for AEs, AAEs and AMs in Risk Management Complete annual goal setting, oversight and day to day management of Risk Management service team Qualifications: Bachelor’s Degree required; substantial work experience may be considered in lieu of degree State specific license is required 15+ years of commercial insurance work experience with large accounts is required Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge 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 Ability to travel to client and prospect meetings approximately 20% of time Salary : $200-250k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors. Click here for some insight into our culture! 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.
Чем предстоит заниматься
- Oversee the entire Risk Management account executive team for staffing, training and account assignments while managing a book of several of the largest and most complex accounts
- Lead a team of colleagues in providing coordinated brokerage and services to clients
- Coordinate brokerage teams, risk control, claims, and financial lines to ensure all services are delivered and expectations are met
- Establish, drive processes, and monitor critical timelines for annual insurance renewals
- 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
- Identify and facilitate possible areas for expanded business with existing clients
- Prepare, send and process complete renewal submissions for marketing
- Analyze quotes for accuracy and prepare spreadsheet 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 documents issued by insurance companies for accuracy and submit incorrect documents for revision
- Coordinate the team 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
Что требуется
- Bachelor's Degree required; substantial work experience may be considered in lieu of degree
- State-specific license is required
- 15+ years of commercial insurance work experience with large accounts is required
- AE work and broking/placement experience a major plus, for increased technical insurance knowledge
- Excellent verbal and written communication skills
- Strong multitasking and time management skills
- Proficient in Microsoft Office products (Excel, PowerPoint, Word, Publisher)
- Professional in appearance and business conduct with strong customer service
- Ability to travel to client and prospect meetings approximately 20% of the time
Преимущества
- Bonus opportunity and benefits
- Salary range plus bonus opportunity
As a leading MGA, MSI combines deep underwriting expertise with insurer and reinsurer risk capacity to create specialized insurance solutions that empower distribution partners to meet customers’ unique needs.