VP, Account Executive, Professional & Cyber Solutions
Required skills
- Professional & Cyber Solutions
- insurance broker
- account executive
- client service
- new business
- retention
- insurance markets
- carrier representatives
- new products
- market trends
Nice to have
- Salesforce
Role summary
CAC, a leading insurance broker and advisor, seeks a Vice President, Account Executive for its Professional & Cyber Solutions team. This role involves managing sales, marketing, and account service processes for a dedicated book of business. Responsibilities include assisting with new and renewal business, primary client service, retaining and growing the book, building client and carrier relationships, preparing submissions, analyzing quotes, and reviewing financial data. The position requires a Bachelor's Degree, state insurance license, proficiency in Microsoft Office, and excellent communication and multitasking skills. Experience in cyber insurance and financial analysis is crucial.
The Vice President, Account Executive manages the internal sales, marketing & account service processes for a dedicated book of business within the Professional & Cyber Solutions team.
- Assist CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions (PCS) practice clients and prospects
- Will have primary responsibility for client service for a dedicated book of business within PCS
- Work alongside other teammates to retain and grow the book of business by achieving new business and retention goals
- Ensure review of existing program policies/coverage for current clients
- Demonstrate proficiency building layered insurance programs
- Build and maintain relationships with key client contacts and assist with overall client service
- Build and maintain relationships with carrier representatives, staying abreast of new products, carrier procedural changes, and market trends
- Attend seminars, classes, and carrier meetings to keep abreast of new products available for clients, as opportunities occur
- Assist with renewal meetings to present results to established client contacts
- Coordinate with our data and analytics partner, Cybeta, to prepare cyber threat intelligence and limit recommendation analysis for clients
- Participate in client meetings and lead when necessary
- Participate as needed in prospect presentation meetings
- Prepare new business and renewal submissions for marketing; send and process complete submissions to the insurance market and oversee implementation process
- Analyze quotes for accuracy and prepare comparison of all quotes received
- Assist in data analysis to determine program structure options
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
- Understand complex financial analysis and claims data
- Conduct vendor contract review and provide guidance on insurance requirements
- Assist in supervising support staff to help manage workflow
- Other duties as assigned
Qualifications:
- Bachelor’s Degree required;
- State specific insurance license is required
- 6-8 years of relevant work experience preferred
- 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
Salary: $150k-175k
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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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