Account Manager, Select Clients, Portfolio Solutions

Job Summary:

CAC, 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 Account Manager role will assist the Account Executive and Producers on the Select Client, Portfolio Solutions book with marketing and servicing of new and renewal business. This role will also help coordinate with production team and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

Discuss renewal strategy with A/E internally in preparation for renewals

Prepare for renewal outputs:

Review certificate holder list and provide to client

Confirm manuscript certificates needed

Understand Auto  distribution for clients

Determine Work Comp Posting needs and how to distribute

Send quotes to client and obtain bind order as needed

Determine if Premium Financing is needed and obtain quotes

Create Policy file in shared drive once binders come inSend binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection

Complete invoices and send to client

Issue and distribute renewal outputs

Follow up with carriers for policies

Follow up with brokers that the policies have been checked

Send checked policies to client, place copies in EPIC Follow up with carrier if any endorsements are needed

Maintain EPIC (i.e policies, endorsements, invoices, Autos , Certificates, Audits etc.)Monitor expiration dates of all policies, including fees Suspend for Audits and review against binders/agreements

Handle ad hoc requests for certificates, auto , endorsements

New clients

Set up in EPICWork with Brokers to obtain copies of policies from carriers

Request and review prior brokers Schedule of Insurance, recreate from CACRequest and review Certificate copies and an Excel schedule, update as needed and import into CAC system

Request and review Auto  and maintain account handling instructions

Plan out the next year for renewals

Follow up with client for payment

Resolve accounting issues

Qualifications:

Bachelor’s degree preferred3+ years of P&C insurance experience required

State specific license required, or obtained within 60 days of hire Ability to work in a fast-paced environment

High level of professionalism and confidentiality

Strong verbal and written communication skills

Attention to detail & time management skills

Proficient in Microsoft Office products to include Word, Excel & Power Point Salesforce , eCerts & EPIC experience preferred

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Summary

Location:

Birmingham, Alabama, US;
Tampa, Florida, USType:
Full time