Associate Account Executive, CAC Group

Baldwin Group Colleague; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

The Baldwin Group in Birmingham, AL is seeking an Insurance Services Coordinator to support the team's book of business and manage marketing processes for new and renewal business.

You will prepare renewal submissions, analyze quotes for accuracy, assist with client meetings, and maintain client records in EPIC and other vendor software. The role requires strong communication and confidentiality.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1+ year of relevant insurance industry experience.
• Appropriate state insurance license required; first 60 days to obtain if not already held.
• Excellent communication, both written and verbal, and strong organization.

Responsibilities

• Provide support to the team's book of business and marketing process for new and renewal business.
• Prepare renewal submissions, analyze quotes for accuracy, and present proposals for AE review.
• Maintain client records in EPIC and vendor software; support client and prospect meetings.
• Lead weekly team updates, coordinate tasks, and ensure confidential handling of information.
• Assist with certificates, Auto ID cards, and invoicing when needed.

Skills

Communication skills

Multi-tasking

Time management

MS Office

Confidentiality

Education

Bachelor's degree

1+ year of relevant work experience

State insurance license

Tools

EPIC

Job description

Job Summary: Provide support to the team's book of business including the marketing process for new and renewal business

Duties & Responsibilities:

• Strong understanding of all coverages serviced by the team
• Proactive and can separate and combine tasks into efficient workflow
• Help prepare team for renewal and new business meetings
• Participate in client and prospect meetings when necessary
• Understand client claims data
• Prepare renewal submissions for marketing; send and process complete renewal submissions - including exposure analysis, renewal workbooks, and loss information.
• Analyze all quotes for accuracy and prepare proposal/presentation for AE review. Presentations could include 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
• Participate in day-to-day operations of a service team and the assigned book of business
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Maintain client records within EPIC and various vendor software, as appropriate
• Other duties as assigned
• Train with AE on best practices
• Work with AM to prepare premium allocations
• Attend carrier meetings, to occasionally include afterhours events
• Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
• Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
• Other duties as assigned

Qualifications:

• Bachelor's degree required; in lieu of degree can substitute relevant education and work experience § 1+ year of relevant work experience required § Appropriate state insurance license is required; may be obtained in first 60 days of employment Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)
• Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
• Ability to work in a fast-paced environment High level of professionalism and confidentiality

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.