副总裁,客户经理,专业与网络安全解决方案
VP, Account Executive, Professional & Cyber Solutions
CAC是Baldwin集团的一部分,是一家领先的保险经纪和顾问公司,在保险和资本市场的各个领域提供专业知识和承保能力。我们的团队定义了我们的成功。我们通过招聘和留住业内最优秀的人才来实现这一目标,这些人才在其各自领域、产品和行业中拥有深厚的知识和经验。我们彼此支持,因为我们都是连接在一起并致力于以更高效和更智能的方式服务客户的。了解更多关于在业内最佳团队中工作的职业机会。
副总裁,客户经理负责专业与网络解决方案团队内专属业务的内部销售、市场推广及客户服务流程。
· 协助CAC的经纪人和客户经理处理符合专业与网络解决方案(PCS)业务客户和潜在客户的新增和续保业务
- 负责 PCS 内专属业务的客户服务
- 与其他团队成员合作,通过实现新增业务和留存目标来保持并增长专属业务
- 确保对现有项目政策/保障进行审查
- 展示构建分层保险计划的专业能力
- 建立并维护与关键客户联系人的关系,并协助整体客户服务
- 建立并维护与保险公司代表的关系,及时了解新产品、保险公司程序变更和市场趋势
- 参加研讨会、课程和保险公司会议,以便及时了解可供客户使用的新产品,当有机会时
- 协助续保会议,向已建立的客户联系人汇报结果
- 与我们的数据和分析合作伙伴Cybeta协作,为客户提供网络威胁情报和限额建议分析
- 参加客户会议并在必要时主导会议
- 在需要时参与潜在客户展示会议
- 准备新业务和续保申请用于市场推广;发送并处理完整的申请至保险公司,并监督实施过程
- 分析报价的准确性,并准备所有收到报价的比较
- 协助数据分析以确定计划结构选项
- 审查保险公司发布的文件,确保准确性。将有误的文件提交给保险公司进行修改
- 理解复杂的财务分析和索赔数据
- 进行供应商合同审查,并就保险相关问题提供指导
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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.
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.
Originally posted on Himalayas