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.

• 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

• 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

• 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.

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.