CAC Senior Account Manager, Property & Casualty-Middle Market

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.

About the role

Manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.

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 marketing new and renewal business to grow the book of business and round out accounts.
• 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.
• 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.
• Other duties as assigned.

Day-to-day operations

• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits, and invoicing as required.
• Answer coverage questions and review policy forms.
• Analyze contractual insurance requirements and client needs.
• Verify documentation received from Jr. AE/AE regarding new and renewal business.

Requirements

• High School diploma is required; Bachelor’s degree preferred.
• Five or more years of experience with an in-depth understanding of insurance.
• 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.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.