Account Manager, Select Clients, Portfolio Solutions
At a glance
Mid-level Account Management role at Baldwin (Baldwin). 2 Locations · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Prepare renewal materials, including certificates, auto ID cards, workers’ compensation postings, quotes, bind orders, and premium financing
- Coordinate carriers and brokers through policy checking, endorsements, binders, invoices, and client delivery
- Maintain EPIC records for policies, endorsements, invoices, audits, certificates, and auto ID cards
- Set up new accounts, rebuild insurance schedules, collect prior policies, and maintain handling instructions
- Track policy expirations, audit suspensions, client payments, and requests for certificates or endorsements
What you bring
- At least three years of property and casualty insurance experience
- A state-specific license, or the ability to secure one within sixty days of joining
- Working knowledge of Microsoft Word, Excel, and PowerPoint
- Strong written and verbal communication, careful time management, and confidential professional conduct
Who this fits
You’ll suit a detail-focused account manager who can support account executives and producers across new and renewal business. The work involves frequent coordination with clients, brokers, carriers, and internal production teams in a fast-paced setting. The role is hybrid in the United States, with Salesforce, eCerts, and EPIC experience preferred.
From the employer
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 ID Cards 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 in
- Send 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 ID Cards, 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 id cards, endorsements
- New clients
- 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 ID Cards
- Develop 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 preferred
- 3+ 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 & PowerPoint
- 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.
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