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)
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
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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.
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