The Account Executive will work closely with clients to manage the marketing & service processes for our largest and most complex Risk Management/National accounts. The Account Executive will work across all aspects of the client service and delivery processes
Client Duties & Responsibilities:
- 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.
Qualifications:·
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 10+ years of commercial insurance work experience with large accounts is required·
- Excellent communication skills, both verbal and written·
- Strong multitasking & time management skills·
- Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)·
- AI knowledge a plus
- Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
- Professional in appearance and business conduct with strong customer service
- Ability to travel to client and prospect meetings approximately 20% of time
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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.
Skills Required
- Bachelor's degree, or substantial equivalent work experience
- State-specific insurance license
- 10 or more years of commercial insurance experience with large accounts
- Excellent verbal and written communication skills
- Strong multitasking and time management skills
- Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Publisher
- Professional appearance and business conduct with strong customer service skills
- Ability to travel to client and prospect meetings approximately 20% of the time
- Account executive and broking or placement experience
- Knowledge of artificial intelligence
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
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Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
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Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
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Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. 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 our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
