Junior Insurance Account Coordinator – Client Services

The Baldwin Group; Birmingham (AL); Hybrid; USD 32,000 - 42,000; Full time

Job summary

The Baldwin Group, CAC Group's parent, invites applications for an entry-level customer service role to support the team’s book of business and daily operations.

You will interact with carriers, underwriters, and clients, prepare renewal workbooks, analyze quotes, and assist with data gathering and processing across our service platform while upholding confidentiality and professionalism.

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.

Responsibilities

• Participate in day-to-day operations of a service team and the assigned book of business.
• Interact with carriers, underwriters, and clients to provide data for decision making.
• Prepare renewal workbooks and analyze renewal quotes for accuracy.
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
• Train with AE/AM on best practices and audits.

Skills

Strong communication

Multi-tasking

MS Office proficiency

Education

Bachelor’s degree

State insurance license (within 60 days)

Tools

EPIC

3rd party vendor software

Job description

The Baldwin Group, CAC Group's parent, invites applications for an entry-level customer service role to support the team’s book of business and daily operations.

You will interact with carriers, underwriters, and clients, prepare renewal workbooks, analyze quotes, and assist with data gathering and processing across our service platform while upholding confidentiality and professionalism.