Insurance Account Coordinator - Client Growth & Support

CAC Group; Denver (CO); On-site; USD 59,000 - 72,000; Full time

Job summary

CAC, part of The Baldwin Group, is an insurance broker and advisor providing expertise across the insurance and capital markets. We recruit top talent and foster a collaborative, client-focused culture.

This entry-level role supports the Special Situation team with the marketing process for new and renewal business, delivering high-quality service, timely communication, and problem-solving to help grow our book of business and ensure client satisfaction.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 0-3 years of relevant work experience.
• State insurance license required; may be obtained within 60 days.
• Excellent verbal and written communication skills.
• Strong organizational and time-management abilities.
• Proficient with Microsoft Office (Word, Excel, PowerPoint).

Responsibilities

• Support day-to-day operations of a service team and assigned book of business.
• Assist with customer service and grow the book of business.
• Maintain expiration dates and coordinate renewals.
• Coordinate with carriers, underwriters, and clients for data.
• Prepare client presentations, proposals, and placement summaries.
• Process policies, certificates, changes, and invoicing.
• Add new business to Salesforce and manage pipeline.
• Maintain client records in systems like EPIC and Salesforce.

Skills

Communication

Teamwork

Multitasking

Time management

Education

Bachelor’s degree

State insurance license

Tools

Microsoft Office

Job description

CAC, part of The Baldwin Group, is an insurance broker and advisor providing expertise across the insurance and capital markets. We recruit top talent and foster a collaborative, client-focused culture.

This entry-level role supports the Special Situation team with the marketing process for new and renewal business, delivering high-quality service, timely communication, and problem-solving to help grow our book of business and ensure client satisfaction.