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Account Manager, Select Clients, Portfolio Solutions

The Baldwin Group

Role overview

Qualifications

  • Bachelor’s degree preferred
  • 3+ years of PC insurance experience required
  • State specific license required, or obtained within 60 days of hire
  • Ability to work in a fast-paced environment

Responsibilities

  • Discuss renewal strategy with A/E internally in preparation for renewals
  • Prepare for renewal outputs including review certificate holder list and provide to client
  • Determine if Premium Financing is needed and obtain quotes
  • Monitor expiration dates of all policies, including fees

Key facts

Hard skills

Customer Relationship Management Insurance Law Policy Enforcement Product Renewals Salesforce

Other skills

  • Microsoft Office
  • Communication
  • Detail Oriented
  • Time Management
  • Professionalism

About the company

The Baldwin Group logo

The Baldwin Group

Insurance Brokerage & Agencies

BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we protect the possible.

Company details

IndustryInsurance Brokerage & Agencies
Company size1001 - 5000

Links

Website LinkedIn See all jobs

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Job description

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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