Senior Account Executive, Risk Management

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.
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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.
Originally posted on Himalayas