Account Manager, Select Clients, Portfolio Solutions

CAC Group; Birmingham (AL); Hybrid; USD 52,000 - 70,000; Full time

Job summary

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor. We seek a detail‑oriented professional to manage renewals, prepare outputs, and coordinate certificates, IDs, and endorsements for clients in a fast‑paced environment.

Ideal candidates have 3+ years P&C experience, licensed or pursuing a license, and strong MS Office, Salesforce, and EPIC skills to ensure accurate policy administration and timely renewals.

Qualifications

• Bachelor's degree preferred.
• 3+ years of P&C insurance experience required.
• State license required, or obtained within 60 days of hire.
• Proficient in Microsoft Office; Salesforce, EPIC experience preferred.
• Strong verbal and written communication skills and attention to detail.

Responsibilities

• Discuss renewal strategy with A/E internally for renewals.
• Prepare renewal outputs: review certificate holder lists and provide to client.
• Confirm manuscript certificates needed and distribute as required.
• Understand Auto ID Cards distribution for clients and related tasks.
• 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 after binders arrive.
• Send binders to client, input subjectivities into EPIC and coordinate with CAC Binders.
• Complete invoices and send to client.
• Issue and distribute renewal outputs.
• Follow up with carriers for policies and with brokers for policy checks.
• Ensure policies are placed in EPIC and Maintain records (policies, endorsements, invoices, IDs, certificates).
• Monitor expiration dates of all policies and handle audits.
• Handle ad hoc requests for certificates, auto ID cards, endorsements.
• Set up new clients in EPIC and coordinate with brokers to obtain copies of policies.
• Review prior Schedule of Insurance and update as needed in CAC system.
• Review Auto ID Cards and import as needed.
• Develop and maintain account handling instructions and plan renewals for next year.
• Follow up with client for payment and resolve accounting issues.

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.

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

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.