AVP, Account Executive, Financial Lines

The Baldwin Group

. Manage all aspects of the renewal process, new business preparation, and ongoing service needs for clients and prospects .

Posted 9/29/2026full-timePlano • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and the renewal process, with strong capabilities in financial analysis and data interpretation. Proficient in creating presentations and marketing materials while maintaining technical proficiency in insurance coverages.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisMicrosoft Excel ProficiencyInsurance LicenseMultitasking & Time Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisData AnalysisQuote AnalysisRenewal Process ManagementWorkflow Organization

Soft Skills

Excellent Communication SkillsStrong Customer ServiceNegotiation Skills

Tools & Technologies

Microsoft OfficeMicrosoft ExcelMicrosoft PowerPointMicrosoft Word

Certifications & Qualifications

State Specific License

Industry Keywords

InsuranceClient MeetingsRenewal SubmissionsClaims DataBusiness Relationships

About the role

Key responsibilities & impact

Manage all aspects of the renewal process, new business preparation, and ongoing service needs for clients and prospects
Collaborate with Producers, Account Executives, Claims team, Account Managers, and other team members
Maintain technical proficiency in all coverages serviced by the team
Organize people and activities and develop efficient workflows
Negotiate with internal and external groups
Assist with renewal meetings and present results to established client contacts
Participate in and lead client meetings when necessary
Understand complex financial analysis and claims data
Participate in prospect presentation meetings as needed
Prepare, send, and process complete renewal submissions for marketing
Analyze quotes for accuracy and prepare quote spreadsheets
Analyze data to determine program structure options
Create client presentations with quotes, spreadsheets, contract comparisons, and other marketing materials
Submit sold business to the insurance market and oversee implementation
Review insurance company documents for accuracy and submit incorrect documents for revision
Establish and maintain business relationships with clients, insurance carriers, and colleagues
Perform other duties as assigned

Requirements

What you’ll need

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, including Microsoft Excel, PowerPoint, and Word
Professional in appearance and business conduct with strong customer service