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Senior Account Executive, Senior Living
The Baldwin Group. Lead a service team with a defined book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Property & Casualty insurance with a strong focus on client relationship management, financial analysis, and data-driven decision-making. Proficient in preparing and presenting comprehensive renewal submissions and client presentations while ensuring accuracy and compliance.
Highest-signal resume keywords
Property & Casualty Insurance ExperienceFinancial AnalysisClient Presentation SkillsMicrosoft Office ProficiencyState Specific License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisData AnalysisQuote AnalysisRenewal Submission PreparationContract Comparison
Soft Skills
Excellent Communication SkillsStrong Multitasking SkillsTime Management SkillsCustomer Service Orientation
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Word
Certifications & Qualifications
State Specific License
Industry Keywords
Insurance MarketClaims DataClient MeetingsSupport Staff Supervision
About the role
Key responsibilities & impact- 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 and process complete renewal submissions for marketing
- Analyze quotes for accuracy and prepare spreadsheets of all quotes received
- Assist in data analysis to determine program structure options
- Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials
- Submit sold business to the insurance market and oversee implementation
- Review insurance company documents for accuracy and submit incorrect documents for revision
- Assist in supervising support staff to help manage workflow
- Perform other duties as assigned
Requirements
What you’ll need- 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
Benefits
Comp & perks- Remote work arrangement
- Full-time employment