Senior Account Executive, Senior Living
At a glance
Senior Account Executive role at Baldwin (Baldwin). Remote, United States · full-time · no salary stated · we estimate $105,000–$190,000 across the United States.
Baldwin (Baldwin) has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Guide a service team responsible for a defined group of senior living accounts
- Prepare renewal materials, review incoming quotes for accuracy and compare coverage terms for clients
- Present renewal results and join client discussions, taking the lead when needed
- Use claims and financial information to assess program options and build client presentations
- Move placed coverage into implementation and check insurer-issued documents for errors
What you bring
- Ten to fifteen years of experience specifically in property and casualty work
- A bachelor’s degree, though substantial work experience may substitute
- A license required for the state where you work
- Strong written and spoken communication, plus effective time and task management
Who this fits
This senior role suits someone who can handle complex account work while guiding a service team and helping supervise support staff. It is remote within the United States.
From the employer
The Senior Account Executive manages the marketing & service processes within the Senior Living team within the Specialty practice group.
Duties & Responsibilities:
- Lead a service team with a defined book of business
- 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.
- Assist in supervising support staff to help manage workflow
- Other duties as assigned
Qualifications:
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- 10-15 years of Property & Casualty specific work experience required
- State specific license is required
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office Products (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.
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