Senior Account Executive, Senior Living

CAC, 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 Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group.

Duties & Responsibilities

• 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 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

Submit sold business to insurance market and oversee implementation process

Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.

• Assist in supervising support staff to help manage workflow
• Other duties as assigned

Qualifications

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
• 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.