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Job description
AVP, Account Executive, Financial LinesCAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry's best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. The AVP, Account Executive, Financial Lines role manages the placement/marketing and advisory service process for private company clients in order to meet individual and department production goals.Duties & Responsibilities:Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects, along with Producers, other Account Executives, Claims team, Account Managers and other team membersTechnically proficient in all coverages serviced by the teamStrong time management skills; knows how to organize people and activities; strong understanding of how to separate and combine tasks into efficient work flow; proactive with own process and that of team membersAbility to negotiate skillfully in tough situations with both internal and external groupsAssist with renewal meetings to present results to established client contactsParticipate in client meetings and lead when necessaryUnderstand complex financial analysis and claims dataParticipate as needed in Prospect presentation meetingsPrepare renewal submissions for marketing; send and process complete renewal submissionsAnalyze quotes for accuracy and prepare spreadsheet of all quotes receivedAssist in data analysis to determine program structure optionsCreate client presentation including quotes, spreadsheet, contract comparison and other internal marketing materialsSubmit sold business to insurance market and oversee implementation processReview documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.Establish and maintain a good business relationship with clients, insurance carriers and colleaguesOther duties as assignedQualifications:Bachelor's Degree required; substantial work experience may be considered in lieu of degreeState specific license is required5-7 years relevant experienceExcellent communication skills, both verbal and writtenStrong multitasking & time management skillsProficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)Professional in appearance and business conduct with strong customer service
Worksite address
plano, TX, 75023, US
Who can apply
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