About the role
- Role
- Business development
- Seniority
- Mid
- Type
- Full time
- CAC Group, 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. Responsible for marketing new and renewed business within a specific P&C service team
- Assist with pre-renewal and renewal meetings to present results to established client contacts
- Oversee a team of employees handling a specific book of business
- Prepare and participate in prospect and client presentation meetings
- Ability to present renewal meetings and/or stewardship reviews to established clients Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
- Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received Perform data analysis to determine program structure options
- Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
- Submit sold business to insurance market and oversee implementation process Review documents issued by insurance company for accuracy. Understand complex financial analysis and claims data
- Communicate with service team on new business opportunities
- Initiate and conduct marketing strategy meetings with producers
- Communicate with client service team on account expectations and track throughout the year
- Assist in supervising support staff (AM, Jr AE) to help manage workflow
- Obtain thorough hands-on experience the skills needed to manage a service team as a Sr AE Other duties as assigned Qualifications: Bachelor’s Degree required
- Appropriate state license required
- Five to seven years of experience in a P&C administration/marketing role
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products Agency Management experience
- May require overnight travel
- Professional in appearance and business conduct with strong customer service #LI-NS1 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. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Posted on The Baldwin Group Wealth Advisors’ careers site and shown here in full, as the firm wrote it. Open the original posting