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
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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.
Numbers & Facts
Location
Birmingham, AL
Skills
Analysis Skillsunmatched
Capital Marketsunmatched
Communication Skillsunmatched
Customer Support/Serviceunmatched
Data Analysisunmatched
Documentation Reviewunmatched
Financial Analysisunmatched
Insuranceunmatched
Insurance Salesunmatched
Market Trackingunmatched
Marketingunmatched
Marketing Strategyunmatched
Microsoft Officeunmatched
Microsoft Product Familyunmatched
Multitaskingunmatched
People Managementunmatched
Presentation/Verbal Skillsunmatched
Product Pricingunmatched
Proposal Writingunmatched
Sales Managementunmatched
Sales Presentationunmatched
Sales Prospectingunmatched
Stewardshipunmatched
Team Lead/Managerunmatched
Team Playerunmatched
Time Managementunmatched
Willing to Travelunmatched
Writing Skillsunmatched
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