Account Manager, Select Clients, Portfolio Solutions
TypeFull-time job
LocationUnited States
Posted1 hour ago
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 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.
Originally posted on Himalayas
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.
Originally posted on Himalayas
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