Account Manager, Real Estate - CAC Group

The Account Manager, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team. The Account Manager will coordinate with production team and insurance carriers to facilitate successful client renewal.

• Plan and prepare the renewal strategy meeting with A/E for both internally and with
• Prepare the renewal process and generate key renewal deliverables: review certificate holder list and provide to client
• Confirm manuscript certificates needed
• Understand Auto  distribution for clients
• Manage the renewal process with quotes distribution and managing the bind process
• Work with premium financing when applicable
• Create account file including all policy files and client agreements
• Manage client 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 and send to CAC policies for data collection
• Follow up with carrier if any endorsements are needed
• Maintain shared drive of key documents (i.e. policies, endorsements, invoices, Auto , Certificates, Audits etc.)
• Monitor expiration dates of all policies, including fees
• Re‑evaluate binders against Agreements and audits at renewal
• Handle ad‑hoc requests for certificates, Auto , endorsements
• Responsible for new client setup: set up in EPIC
• Work with brokers to obtain copies of policies from carriers
• Request and review prior brokers’ Schedule of Insurance, recreate from CAC
• Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
• Request and review Auto
• Develop and maintain account handling instructions
• Lead renewal planning efforts
• Follow up with client for payment
• Resolve accounting issues

• Bachelor’s degree preferred
• 3–5 years of relevant work 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

Starting pay is $75‑90k; salary negotiable at time of hire.

The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.