Associate Account Executive, Senior Living- CAC

Baldwin Risk Partners, LLC; United States; Remote; USD 90,000 - 100,000; Full time

Job summary

CAC, part of The Baldwin Group, is seeking an experienced Account Manager to support middle market clients on renewals and new business, with emphasis on data collection, coordination with underwriters, and team collaboration.

You will manage renewal timelines, prepare client proposals, and ensure accurate policy detail in the agency system, while guiding a Junior Account Manager and coordinating with senior staff.

Qualifications

• Bachelor’s degree preferred.
• 3+ years of relevant work experience required.
• High level of professionalism and confidentiality.
• Ability to train other team members in duties & responsibilities of Junior Account Manager role.
• Manage assigned duties with independent decision-making authority.
• Proactive and can separate and combine tasks into efficient workflow.

Responsibilities

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects; coordinate with Producers, Account Executives, Claims and other team members.
• Request renewal data from clients and underwriters, compile materials, and manage renewal deadlines.
• Coordinate client submission materials for distribution to senior staff and underwriters.
• Schedule and participate in renewal strategy meetings with clients and insurers.
• Maintain policy details in the Agency Management System and monitor expiration dates.
• Direct and review work of junior team members and support other duties as assigned.

Skills

Communication skills

Time management

Detail-oriented

Microsoft Office

Education

Bachelor’s degree

Tools

EPIC

Agency Management System

Job description

Location: United States

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.

Responsible for a blend of internal delivery activities and client facing functions; working independently on assigned Middle Market accounts with guidance as needed from Senior Account Executive/Team Lead and Complex accounts with direction from Senior Account Executive/Team Lead. Backup for Senior Account Manager responsibilities.

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects; works along with Producers, Account Executives, Claims and other team members

• Responsible for all account service functions from the start of the renewal process including, but not limited to:

  • Request and compile necessary information in advance of renewal strategy meeting (e.g. summary of account activity, loss summaries, state of the market information, etc.)
  • Requests apps and renewal expectations from the underwriters; obtaining necessary renewal materials from incumbent/new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes (e.g. audited financial statements, organizational charts, etc.)
  • Set-up internal/external renewal strategy meetings with Senior AE/Producer and client
  • Participation in internal/external renewal strategy meetings
  • Request renewal data from the client - exposure workbook, applications, etc., reviews the data for changes when it is received back; forward renewal request materials to the client, while managing renewal deadline, following-up as needed with client for requested renewal data
  • Once client renewal data is received, coordinate the client submission materials for distribution to Senior AE/underwriters
  • Coordinate scheduling for group/individual meetings between the client and insurers
  • Create client proposal to include, but not limited to quote analysis, marketing summary, coverage, and financial comparisons for review by senior team members
  • Determine if Premium Financing is needed and obtain quotes
  • Complete binding process – review binder for accuracy, process binder and invoices in EPIC, create confirmation/a evidence of coverage for delivery to client noting any subjectivities and issuance of invoice to client

• Ensure completion of internal/external Surplus Lines requirements (invoicing and diligence as necessary)
• Manage the certificate renewal process with clients to determine requirements and insure timely and accurate issuance
  • Second pair of eyes review on checked policy(ies)

• Day to day client service including, but not limited to:

  • Respond to mid-term client inquiries/requests in partnership with other service and broking colleagues
  • Request carrier endorsement; ensure timely and accurate completion of endorsement requests
  • Resolve client level accounting issues including discrepancies and fee agreements

• Insurance Contract Reviews with assistance as necessary

• Maintain record/management of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal process/timeline

• Maintain and manage open items listings with clients and team

• Strong understanding of all coverages serviced by the team

• Establish and maintain a good business relationship with clients, insurance carriers and colleagues

• Maintain accurate policy detail in Agency Management System

• Directs and reviews work of Junior Account Manager with guidance as needed

• Other duties as assigned

Qualifications:

• Bachelor’s degree preferred
• 3+ years of relevant work experience required
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Ability to train other team members in duties & responsibilities of Junior Account Manager role
• Manage assigned duties with independent decision-making authority
• Proactive and can separate and combine tasks into efficient workflow
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint

Salary: $90-100k

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