Associate Account Executive, CAC Group

Responsibilities

The Associate Account Executive supports the team's book of business by managing the marketing process for new and renewal business. Responsibilities include preparing renewal submissions, analyzing quotes, maintaining client records, and participating in client meetings.

Requirements

Candidates must have a bachelor's degree or equivalent relevant work experience and at least one year of experience in the industry. A state insurance license is required, which may be obtained within the first 60 days of employment.

Skills

• Insurance coverage knowledge
• Marketing process
• Renewal submissions
• Exposure analysis
• Client relationship management
• Data analysis
• Microsoft Office
• Multi-tasking
• Time management
• Communication skills
• Professionalism
• Confidentiality
• Insurance licensing
• Workflow management

About this role

Job Summary: Provide support to the team’s book of business including the marketing process for new and renewal business
Duties & Responsibilities:
Strong understanding of all coverages serviced by the team
Proactive and can separate and combine tasks into efficient workflow
Help prepare team for renewal and new business meetings
Participate in client and prospect meetings when necessary
Understand client claims data
Prepare renewal submissions for marketing; send and process complete renewal submissions – including exposure analysis, renewal workbooks, and loss information.
Analyze all quotes for accuracy and prepare proposal/presentation for AE review. Presentations could include 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
Participate in day-to-day operations of a service team and the assigned book of business
Establish and maintain a good business relationship with clients, insurance carriers and colleagues
Maintain client records within EPIC and various vendor software, as appropriate
Other duties as assigned
Train with AE on best practices
Work with AM to prepare premium allocations
Attend carrier meetings, to occasionally include afterhours events
Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
Other duties as assigned
Qualifications: Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience§ 1+ year of relevant work experience required§ Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
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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.

About CAC Group

Insurance · 501-1,000 employees · headquartered in Denver, Colorado