CAC Account Coordinator, Property & Casualty

About the role

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.

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)