The AVP, Account Executive, Financial Lines role manages the placement/marketing and advisory service process for private company clients in order to meet individual and department production goals.
Duties & Responsibilities:
- Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects, along with Producers, other Account Executives, Claims team, Account Managers and other team members
- Technically proficient in all coverages serviced by the team
- Strong time management skills; knows how to organize people and activities; strong understanding of how to separate and combine tasks into efficient work flow; proactive with own process and that of team members
- Ability to negotiate skillfully in tough situations with both internal and external groups
- 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
- 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
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
- Establish and maintain a good business relationship with clients, insurance carriers and colleagues
- Other duties as assigned
Qualifications:
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 5-7 years relevant experience
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
- 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.
Skills Required
- Bachelor's degree, unless substantial work experience is accepted in lieu of the degree
- State-specific insurance license
- 5–7 years of relevant experience
- Excellent verbal and written communication skills
- Strong multitasking and time management skills
- Proficiency with Microsoft Office, including Excel, PowerPoint, and Word
- Professional appearance and business conduct
- Strong customer service skills
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℠.
