Senior Insurance Account Manager: Growth & Service

The Baldwin Group; Birmingham (AL); Hybrid; USD 55,000 - 75,000; Full time

Job summary

The Baldwin Group, a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance, is seeking to manage day-to-day operations for an assigned book of business with emphasis on exceptional client service.

Ideal candidates have five-plus years of insurance experience, a state license, and strong communication and multitasking skills to support marketing, policy processing, and documentation workflows.

Qualifications

• Five+ years of experience with an in-depth understanding of insurance.
• High School diploma is required; Bachelor’s degree 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.

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 in accordance with standards.
• Take on issues of medium complexity, growing responsibility over time, under supervisory direction.
• Be responsible for specific accounts within the team’s book of business.
• Review documents issued by insurance companies for accuracy and submit incorrect documents to insurance companies for revision.
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
• Answer coverage questions and review policy forms.
• Analyze contractual insurance requirements and assess client needs.
• Verify documentation received from Jr. AE/AE regarding new & renewal business.
• Other duties as assigned.

Skills

Insurance knowledge

Communication skills

Microsoft Office

Time management

Multi-tasking

Education

High School diploma

Bachelor’s degree preferred

Tools

Epic

CSR24

Job description

The Baldwin Group, a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance, is seeking to manage day-to-day operations for an assigned book of business with emphasis on exceptional client service.

Ideal candidates have five-plus years of insurance experience, a state license, and strong communication and multitasking skills to support marketing, policy processing, and documentation workflows.