The Baldwin Group

AVP, Account Executive, Financial Lines

3415 Custer Rd, Plano, TX 75023

Full-time

First seen by offpeak October 4, 2026

See your drive time Apply on The Baldwin Group's site

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 AVP, Account Executive, Financial Lines role manages the placement/marketing and advisory service process for private company clients in order to meet individual and department production goals.

Duties & Responsibilities:

Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects, along with Producers, other Account Executives, Claims team, Account Managers and other team members
Technically proficient in all coverages serviced by the team
Strong time management skills; knows how to organize people and activities; strong understanding of how to separate and combine tasks into efficient work flow; proactive with own process and that of team members
Ability to negotiate skillfully in tough situations with both internal and external groups
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.
Establish and maintain a good business relationship with clients, insurance carriers and colleagues
Other duties as assigned

Qualifications:

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; (Microsoft 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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