Account Manager, Select Clients, Portfolio Solutions

Baldwin Group Colleague; United States; On-site; USD 52,000 - 70,000; Full time

Job summary

The Baldwin Group is a leading insurance broker and advisor delivering comprehensive risk management and coverage solutions. This role supports renewal processes, certificate handling, and policy administration across multiple clients using EPIC, Salesforce, and eCerts.

The position requires 3+ years in P&C insurance, a state license (or within 60 days of hire), and strong communication, organization, and confidentiality.

Qualifications

• Bachelor's degree preferred
• 3+ years of P&C insurance experience required
• 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

• 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

Skills

Strong verbal and written comms

Attention to detail

Time management

Professionalism and confidentiality

Education

Bachelor's degree preferred

Tools

Microsoft Office (Word, Excel, PowerPoint)

Salesforce

EPIC

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.

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.