Senior Account Executive, Risk Management
职位简介：本职能将监督整个风险管理 AE 团队人员，培训和账户任务等，同时还负责管理我们一些规模最大最复杂的帐户。职责与责任：·领导一个同事团队为客户提供协调的经纪服务和服务 ·协调经纪团队，控制风险，索赔，财务线路基本上确保所有服务都得到交付并满足期望。·建立，推动流程，并监测客户年续保的关键时间表 ·协助更新会议以向已成立的客户联系人呈现结果 · 参与客户会议，必要时领导 ·了解复杂的财务分析和索赔数据 · 如需参加前景演示会面 · 与现有客户扩展业务领域进行识别和便利 · 为营销做好更新提交；发送并处理完整的续订提交 · 对收到的所有报价准确性进行分析并编制表格 ·协助数据分析确定方案结构选择 · 创建包括报价，客户表格，合同比较和其他内部营销材料在内的呈现 ·监督实施过程 · 审查保险公司发行的文件，以确定准确性。向保险公司提交错误的文件进行修订。· 监督支持人员帮助管理工作流程管理职责和责任：· 在风险管理方面作为 AEs,AAE 和 AM 的资源 · 年度目标设定，监督和风险管理服务团队日常管理完整资格：· 学历要求；可以考虑大量的工作经验而不是学位 ·需要国家特定许可 ·需要15年以上商业保险工作经验，有大型账户 · 专业化工作和经纪人/职位经验是一个主要的优势，因为它显示了提高技术保险知识 · 语言和书面交互能力；强大的多任务管理技能；•熟练使用微软办公室产品 (Microsoft Excel,PowerPoint,Word, Publisher) · 具有良好的客户服务和商务行为；· 能够前往客户和前景会议约20%的时间。
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Job Summary: This role will oversee the entire Risk Management AE team for staffing, training and account assignments, etc. while also managing a book of a few of our largest and most complex accounts.Duties & Responsibilities:
- Lead a team of colleagues in providing coordinated brokerage and services to clients
- Coordination of brokerage teams, risk control, claims, financial lines – essentially making sure all service are delivered and expectations are met.
- Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
- 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
- Identity and facilitate possible areas for expanded business with existing clients
- 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
- Oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
- Supervise support staff to help manage workflow
Management Duties & Responsibilities:
- Act as a resource for AEs, AAEs and AMs in Risk Management
- Complete annual goal setting, oversight and day to day management of Risk Management service team
Qualifications:
- Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
- State specific license is required
- 15+ years of commercial insurance work experience with large accounts is required
- Both AE work and broking/placement experience a major plus, as it shows an increased technical insurance knowledge
- 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
- Ability to travel to client and prospect meetings approximately 20% of time
Salary: $200-250k salary range plus bonus opportunity and benefits. This information reflects the anticipated range for this position. Actual salary may vary based on location. Individual pay is based on skills, experience, and other relevant factors.
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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