Account Manager, Real Estate - CAC Group

The Baldwin Group•Denver, CO

22h•$75 - $90

About The Position

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, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team. The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal.

Requirements

Bachelor’s degree preferred
3-5 years of relevant work experience required
State specific license required, or obtained within 60 days of hire
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
Strong verbal and written communication skills
Attention to detail & time management skills
Proficient in Microsoft Office products to include Word, Excel & PowerPoint

Nice To Haves

Salesforce, eCerts & EPIC experience preferred

Responsibilities

Work to plan and prepare the renewal strategy meeting with A/E for both internally and with
Prepare the renewal process and generate key renewal deliverables: Review certificate holder list and provide to client
Confirm manuscript certificates needed
Understand Auto ID Cards distribution for clients
Manage the renewal process with quotes distribution and managing the bind process
Work with premium financing when applicable
Create account file including all policy files and client agreements
Manage client subjectivities, input into EPIC, and send to CAC Binders for data collection
Complete invoices and send to client
Issue and distribute renewal outputs
Follow up with carriers for policies
Follow up with brokers that the policies have been checked
Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection
Follow up with carrier if any endorsements are needed
Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
Monitor expiration dates of all policies, including fees
Suspend for Audits and review against binders/agreements
Handle ad hoc requests for certificates, auto id cards, endorsements
Responsible for new client setup
Set up in EPIC
Work with Brokers to obtain copies of policies from carriers
Request and review prior brokers Schedule of Insurance, recreate from CAC
Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
Request and review Auto ID Cards
Develop and maintain account handling instructions
Lead renewal planning efforts
Follow up with client for payment
Resolve accounting issues