Job Description

CAC Group, 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.

The Account Manager serves as a technical resource and relationship manager for clients. Account Managers work closely with Account Analysts, Account Consultants, Advisors and insurance company partners while providing prompt, efficient and high-quality client service for designated accounts.

Duties & Responsibilities:

• Participate in day-to-day operations of a service team and the assigned book of business.
• Handle insurance requirements on contract reviews

Interact with carriers, underwriters, and clients to provide data and

information for decision making.

• Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
• Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.
• May be responsible for specific accounts within the team’s book of business.
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
• Manages the ongoing service on an account
• Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
• Other duties as assigned

*Day to day operations may include but are not limited to: Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required.

o Answers coverage questions and reviews policy forms o Analyze contractual insurance requirements and analyze client needs. o Verifies documentation received from Jr. AE regarding new & renewal business.

• Qualifications:
• • High School diploma is required; Bachelor’s degree preferred.
• • Three to five years of experience with an in-depth understanding of insurance.
• • Must have appropriate state insurance license.
• • Strong communication skills, both verbal and written required.
• • Agency Management System experience (Applied Epic preferred)

IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

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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.