Account Manager, Select Clients, Portfolio Solutions

Baldwin Group Colleague, Inc.; Birmingham (AL); On-site; USD 55,000 - 75,000; Full time

Job summary

The Baldwin Group, CAC, the leading insurance broker and advisor, seeks an Account Manager to support the Account Executive and Producers on Select Client and Portfolio Solutions. You will market and service new and renewal business, coordinating with production teams and carriers to ensure successful client renewals.

Key duties include renewal strategy discussions, certificate handling, quote sending, and inputting data into EPIC.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of P&C insurance experience.
• State license required or obtained within 60 days of hire.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.
• Strong verbal and written communication skills.

Responsibilities

• Assist Account Executive and Producers on Select Client, Portfolio Solutions book with marketing and servicing new and renewal business.
• Coordinate with production team and carriers to facilitate client renewal.
• Discuss renewal strategy with A/E and prepare renewal outputs.
• Prepare for renewal outputs: review certificate holder list and provide to client.
• Send quotes to client and obtain bind order as needed.
• Follow up with carriers for policies and endorsements.

Skills

Verbal and written communication

Attention to detail

Time management

Professionalism & confidentiality

Software experience

Education

Bachelor’s degree preferred

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

EPIC system

eCerts

Job description

Job Summary: 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.

This Account Manager role will assist the Account Executive and Producers on the Select Client, Portfolio Solutions book with marketing and servicing of new and renewal business. This role will also help coordinate with production team and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

• Discuss renewal strategy with A/E internally in preparation for renewals
• Prepare for renewal outputs: Review certificate holder list and provide to client
• Confirm manuscript certificates needed
• Understand Auto ID Cards distribution for clients
• Determine Work Comp Posting needs and how to distribute
• Send quotes to client and obtain bind order as needed
• Determine if Premium Financing is needed and obtain quotes
• Create Policy file in shared drive once binders come in
• Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection
• Complete invoices and send to client
• Issue and distribute renewal outputs
• Follow up with carriers for policies
• Follow up with brokers that the policies have been checked
• Send checked policies to client, place copies in EPIC
• Follow up with carrier if any endorsements are needed
• Maintain EPIC (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
• Monitor expiration dates of all policies, including fees
• Suspend for Audits and review against binders/agreements
• Handle ad hoc requests for certificates, auto id cards, endorsements
• New clients Set up in EPIC
• Work with Brokers to obtain copies of policies from carriers
• Request and review prior brokers Schedule of Insurance, recreate from CAC
• Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
• Request and review Auto ID Cards
• Develop and maintain account handling instructions
• Plan out the next year for renewals
• Follow up with client for payment
• Resolve accounting issues

Qualifications:

• Bachelor’s degree preferred
• 3+ years of P&C insurance experience required
• State specific license required, or obtained within 60 days of hire
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint Salesforce, eCerts & EPIC experience preferred

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.

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. CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.