CAC Account Coordinator, Property & Casualty-Middle Market

Baldwin Group Colleague•Birmingham, AL

About The Position

This is an entry-level customer service position responsible for assisting staff and supporting the team’s book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth.

Requirements

Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
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

Nice To Haves

Insurance industry experience is preferred

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.
Attend carrier meetings, to occasionally include afterhours events
Maintain client records within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client
Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
Review documents issued by insurance company for accuracy
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.
Train with AE/AM on best practices and audits
Over time, learn client accounts and how to manage
Other duties as assigned