Job Description

The Account Coordinator is an entry-level customer service position responsible for managing the day-to-day functions of an assigned book of business within the Education Practice while providing exceptional customer service to clients.

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.

Duties & Responsibilities:

• Participate in day-to-day operations of a service team and the assigned book of business
• Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
• Interact with carriers, underwriters, and clients to provide data and information for decision making.
• Responsible for entering and maintaining client data within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
• Prepare requests for renewal information, including exposure analysis/renewal workbooks, and work directly with clients to obtain information required for renewals
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
• Request loss runs, claims analysis and other applicable needs to meet client, producer, or carrier needs.
• Handle insurance requirements on contract reviews
• May 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

Qualifications:

• Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
• 0-3 years of insurance industry experience is preferred
• Appropriate state insurance license is required; may be obtained in first 60 days of employment
• Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)
• Ability to efficiently handle multiple, simultaneous, and complex tasks and projects while maintaining a strong attention to detail
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Agency Management System experience (Applied Epic preferred)

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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.