CAC Account Coordinator, Property & Casualty-Middle Market

Baldwin Group Colleague, Inc.; Birmingham (AL); On-site; USD 38,000 - 56,000; Full time

Job summary

The Baldwin Group in Birmingham, AL is seeking an entry-level Customer Service Associate to support our service team and manage the book of business. You will assist Producers, interact with carriers and clients, and help with data collection and renewal processes.

You will maintain client records in EPIC, prepare renewal workbooks, review renewal quotes, and handle policy changes. A bachelor’s degree is required or equivalent experience; state license may be obtained within 60 days.

Qualifications

• Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience.
• Insurance industry experience preferred.
• Appropriate state insurance license required; may be obtained within first 60 days.
• 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.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.

Responsibilities

• Participate in day-to-day operations of a service team and the assigned book of business.
• Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Attend carrier meetings, to occasionally include afterhours events.
• Maintain client records within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
• Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client.
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review.
• Review documents issued by insurance company for accuracy.
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
• Request loss runs, claims analysis and other applicable needs to meet client, producer or carrier needs.
• Train with AE/AM on best practices and audits.
• Over time, learn client accounts and how to manage.
• Other duties as assigned.

Skills

Communication skills

Multi-tasking

Time management

Professionalism

Confidentiality

Education

Bachelor’s degree required or equivalent experience

Tools

EPIC

Microsoft Office

Client data systems

Job description

CAC Group, 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 is an entry-level customer service position responsible for assisting staff and supporting the team’s book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth.

Duties & Responsibilities

• Participate in day-to-day operations of a service team and the assigned book of business.
• Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Attend carrier meetings, to occasionally include afterhours events.
• Maintain client records within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
• Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client.
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review.
• Review documents issued by insurance company for accuracy.
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
• Request loss runs, claims analysis and other applicable needs to meet client, producer or carrier needs.
• Train with AE/AM on best practices and audits.
• Over time, learn client accounts and how to manage.
• Other duties as assigned.

Qualifications

• Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience.
• Insurance industry experience is preferred.
• 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.

#LI-NS1

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible.

The Baldwin 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.