AVP, Account Executive, Financial Lines
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AVP, Account Executive, Financial Lines page is loaded## AVP, Account Executive, Financial Linesremote type: Hybridlocations: Plano, Texas, UStime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR110282CAC, 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.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#LI-AA1Click 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.CAC, 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.*CAC 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.* #J-18808-Ljbffr Jobleads-US
- ...CAC Group, part of The Baldwin Group, in Plano, Texas, seeks an AVP, Account Executive for Financial Lines to lead placement, marketing, and advisory services for private company clients. Hybrid role with coordination across Producers, Claims, and Account Managers to...Financial
- ...best for our customers.Brown & Brown is seeking a Commercial Lines Account Executive to join our growing team in Plano, TX! The Commercial... ...Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition...FinancialFull timeWork at office
- ...entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams... ...timely resolution; maintains agency in financial equity whenever possible.Personal and... ...:Five (5) or more years Commercial Lines Account Manager experience preferred,...FinancialFull timeContract workImmediate startFlexible hours
- ...Is the Opportunity?Commercial Accounts offers a wide array of... ...and Lead Umbrella. The Account Executive Officer (AEO), Commercial Accounts... ...experience in commercial lines.Deep knowledge of commercial... ...underwriting, marketing, or financial challenges and analyze available...FinancialFull timeLocal area
$50k - $95k
...Account Manager The Account Manager manages the overall client... ...ensuring necessary corrections are executed. Proactively communicates... ...maintaining the company's financial integrity. Stays informed... ...industry with a focus on commercial lines of coverage is required....FinancialWork at officeLocal area- CNA Insurance in Plano, TX seeks a Complex Claims Consultant in the Financial Lines Claims team to manage high-severity D&O and E&O matters for public companies and large financial institutions. You will investigate, reserve, negotiate settlements, and coordinate with counsel...Financial
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- ...Associate Vice President, Financial Lines About the Company Dynamic insurance broker & advisor specializing in tailored risk... ...501-1000 About the Role The Company is seeking an AVP, Account Executive for Financial Lines. The successful candidate will be responsible...FinancialWork experience placementWork at office
- ...Openings1What Is the Opportunity?National Accounts provides casualty solutions for clients... ...Automobile Liability. The Account Executive (AE), National Accounts will partner with... ...environment, and the local insurance market.Deep financial acumen.Strong critical thinking skills...FinancialFull timeLocal area
$116.8k - $146k
Lennox International in Richardson, TX seeks a Product Line Leader to own the VRF and Ventilation portfolio within Lennox Commercial... ..., sales, operations, and finance. The role emphasizes financial performance, SKU rationalization, and strategic growth, with a...Financial$116.8k - $146k
...Drives SuccessWe are seeking a Product Line Leader to lead the VRF and... ...Ventilation product lines and is an empowered, accountable leader of financial performance, roadmap, lifecycle, and... ...revenue, margin, share, mix, roadmap execution, SKU rationalization, and the financial...FinancialTemporary work- ...Account ExecutiveBuilt on meritocracy, our unique company culture rewards self-starters... ...customers.Brown & Brown is seeking an Account Executive to join our growing team in Naples, FL... ...'s or Bachelor's in a business or financial related discipline or experience in lieu...FinancialLocal area
$120k
...Account Executive - Inside Sales Richardson, TX • In-Office • Full-Time GRIT. GRIND. GROWTH. Are you hungry for success - or just... ...worth while helping clients take real steps toward a stronger financial future. Duties & Responsibilities Own your number....FinancialWeekly payFull timeTemporary workFreelanceWork at officeLocal areaShift work$53.08k - $130k
...Account Executive Apply Online The Account Executive is responsible for owning and growing Tyler's Enterprise ERP business within... ...solution to each organization's strategic, operational, and financial priorities. Success requires disciplined territory ownership...FinancialContract workWork at officeLocal areaRemote work$138.9k - $225.23k
...Position: Key Account Executive Job Description: Arrow’s Key Account Executive is the single point of contact for large, complex... .... What’s In It For You: At Arrow, we recognize that financial rewards and great benefits are important aspects of an ideal...FinancialHourly payPermanent employmentFull timeContract workTemporary workWork experience placementWork at officeRemote work2 days per week3 days per week- ...Accounting Director Job Responsibilities: Supports organization financial objectives by providing financial analyses and recommendations and directing staff. Develops... ..., and establishing functional objectives in line with organizational objectives. Establishes...Financial
$244k
...business ethics and professional responsibility Preferred People management experience CPCU designation Personal lines auto, telematics, or state regulatory experience About Us Pay Philosophy: The typical starting salary range for this role is determined...Full timeLocal area$99.1k - $163.4k
...1 What Is the Opportunity? National Accounts provides casualty solutions for clients... ...Commercial Automobile Liability. The Account Executive (AE), National Accounts will partner... ...and the local insurance market. Deep financial acumen. Strong critical thinking skills...FinancialLocal area- Jonus Group seeks an experienced High-Net-Worth Personal Lines Account Manager in Plano, TX to manage a sophisticated book of business focusing on HNW and private-client accounts. This hybrid role requires strong carrier knowledge and full-cycle account management in a...
$72k - $141k
...We are currently seeking a Complex Claims Consultant in our Financial Lines Claims team. The individual in this position will primarily focus... ...internal and external business partners to develop, own and execute a claim resolution strategy, that includes management of...FinancialWork experience placementWork at officeLocal areaShift work- ...will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and... ...Compensation and other industry specific insurance products. The Account Executive Officer (AEO) will partner with agents and brokers to...FinancialFull timeLocal area
$195.23k - $351.41k
...our members to achieve financial security through... ...Head of I.T. Audit, the AVP, Audit Services - Cybersecurity... ...domains. This executive will also develop, coordinate... ...+ years of experience accountable for developing and... ....Experience in second line of defense functions,...FinancialFull timeH1bWork at officeRemote workRelocation packageFree visaFlexible hours- ...in the Business Banking segment by building relationships and providing financial advice. You will manage a diverse portfolio, deliver tailored banking solutions, and work with partners across lines of business to meet client needs. As a BRM II, you’ll leverage your...Financial
- ...focuses on building and managing a portfolio of mid-sized business clients, delivering tailored financial solutions, and managing risk. You will work with partners across lines of business to meet client goals and drive profitability. Responsibilities include acquiring...Financial
- API Growth Account ExecutiveOffice: Barcelona · Dublin · Krakow ·... ...looking for a Growth Account Executive to leverage their industry knowledge... ...exceeding sales targets in line with the team's KPIsWhat You'... ...experienceBuilding a global financial super app isn't enough. Our...FinancialRemote work
- ...Account Executive We are looking for an energetic and results-driven Account Executive to join our sales team. The Account Executive will... ...QSRs, Retail and Healthcare) and help them solve their financial wellness challenges. This role offers both a remote and hybrid...FinancialWork at officeLocal areaRemote workFlexible hours
$10k
...environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest...FinancialWork at office$120k
...- 5 years of experience as a wholesale and/or correspondent account executive with multiple brokers, investors and loan products preferred... ...Companies. We provide third-party originators, mortgage brokers and financial institutionswith access to government and conventional loan...FinancialFull timeRemote work$250k
...outstanding needs of the organizations we serve. Account Director - Aerospace & Defense About... ...multiple teams on larger multi service line deals Drive revenue by prioritization,... ...and Total Commercial Value targets Lead financial and contract terms, negotiation, and outsourcing...FinancialContract workTemporary workWork experience placementFlexible hours$237.4k - $321k
...Lead for Contact Center , you will be the executive business architect and sales accelerator... ...Partner Sales Directors, Partner Account Managers (PAMs), and direct customer-facing... .../ ICPA rules, EA 3.0, PXP, VIP/LCI). Financial Acumen: Strong understanding of cloud migration...FinancialFull timeTemporary workLocal areaFlexible hours
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