Account Manager, Construction-Middle Market

Baldwin Group Colleague; Birmingham (AL); Sur place; USD 55 000 - 85 000; Plein temps

Résumé du poste

CAC Group, part of The Baldwin Group, is seeking an Account Manager to serve as a technical resource and relationship manager for clients. You will work closely with Account Analysts, Account Consultants, Advisors and insurance company partners to deliver prompt and high-quality client service for designated accounts.

The role involves day-to-day operations, processing insurance requirements, coordinating with carriers and clients, and maintaining accurate client records across systems.

Qualifications

• High School diploma required; Bachelor's degree preferred.
• 3–5 years of insurance experience.
• Must hold an appropriate state insurance license.

Responsabilités

• Participate in day-to-day operations of a service team and the assigned book of business.
• Handle insurance requirements on contract reviews.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Manages the ongoing service on an account and may assist with marketing new and renewal business to grow the book of business.

Connaissances

Communication skills

Formation

High School diploma

Bachelor's degree preferred

Outils

Applied Epic

Description du poste

CAC Group, 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 Account Manager serves as a technical resource and relationship manager for clients. Account Managers work closely with Account Analysts, Account Consultants, Advisors and insurance company partners while providing prompt, efficient and high-quality client service for designated accounts.

Duties & Responsibilities:

• Participate in day-to-day operations of a service team and the assigned book of business.
• Handle insurance requirements on contract reviews
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
• Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
• May be responsible for specific accounts within the team's book of business.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Manages the ongoing service on an account
• Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
• Other duties as assigned

• Day to day operations may include but are not limited to: Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required.

• Answers coverage questions and reviews policy forms
• Analyze contractual insurance requirements and analyze client needs.
• Verifies documentation received from Jr. AE regarding new & renewal business.

Qualifications:

• High School diploma is required; Bachelor's degree preferred.
• Three to five years of experience with an in-depth understanding of insurance.
• Must have appropriate state insurance license.
• Strong communication skills, both verbal and written required.
• Agency Management System experience (Applied Epic preferred)

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.