Account Manager, Select Clients, Portfolio Solutions

Summary

The Baldwin Group is an insurance broker and advisor providing expertise and placement capabilities across insurance and capital markets. The Account Manager will support Account Executives and Producers in marketing and servicing new and renewal business for Select Clients and Portfolio Solutions, coordinating with production teams, brokers, clients, and insurance carriers to facilitate successful renewals.

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

Skills

• 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
• Bachelor's degree preferred
• Salesforce, eCerts & EPIC experience preferred

Qualifications

Must Haves

• 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

Nice to Haves

• Bachelor's degree preferred
• Salesforce, eCerts & EPIC experience preferred

Benefits

• Hybrid work arrangement