Senior Insurance Account Manager - Client Service & Growth

The Baldwin Group; Alabama; On-site; USD 52,000 - 76,000; Full time

Job summary

The Baldwin Group, CAC Group, is seeking an organized insurance account professional to manage day-to-day functions of an assigned book of business while delivering exceptional client service. The ideal candidate will coordinate with producers, handle contract reviews, and ensure accurate documentation of client files.

You will interact with carriers and clients to gather data, process policies, certificates, and endorsements, and maintain records in Epic and CSR24, with increasing

Qualifications

• High School diploma is required; Bachelor's degree preferred.
• Five+ years of experience with an in-depth understanding of insurance.
• 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 (Word, Excel, PowerPoint).
• Ability to handle multiple, simultaneous, and complex tasks and projects.
• 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 marketing new and renewal business to grow the book of business/round out accounts.
• Handle insurance requirements on contract reviews.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
• Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
• May be responsible for specific accounts within the team's book of business.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Other duties as assigned

Skills

Excellent communication

Multi-tasking

Time management

Professionalism

Confidentiality

Microsoft Office

Education

High School diploma

Bachelor's degree preferred

Tools

Epic

CSR24

Job description

The Baldwin Group, CAC Group, is seeking an organized insurance account professional to manage day-to-day functions of an assigned book of business while delivering exceptional client service. The ideal candidate will coordinate with producers, handle contract reviews, and ensure accurate documentation of client files.

You will interact with carriers and clients to gather data, process policies, certificates, and endorsements, and maintain records in Epic and CSR24, with increasing