Account Manager, Workers Compensation- CAC

Baldwin Group Colleague•Scottsdale, AZ

16d

About The Position

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. The Account Manager, Workers Compensation assists the Account Executives and Producers with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewals as well.

Requirements

Two to three years account management experience required
Worker’s Compensation experience is required
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

Bachelor’s degree preferred

Responsibilities

Discuss Renewal strategies with Producer, Marketing Strategy
Prepare for Renewal Outputs
Obtain Renewal Specs from client 120 days prior to renewal (payroll, employee counts, supplemental applications, etc.)
Obtain updated loss runs
Obtain current Experience Mod Worksheet
Review Certificate Holder list, send to Client
Review Ownership structure and update per Client information
Complete marketing submission (Acord applications, supplemental applications, loss runs, etc.)
Follow up with markets until quotes received
Creating Renewal documents 30 days prior to renewal
Confirm coverage is bound, send binder to client
Confirm payment options, complete invoicing unless Direct Bill, obtain premium financing quote if needed
Complete premium allocation spreadsheets for clients (by location, installment)
Assist client with claim filing procedures, online RMIS system access, Nurse Triage program access
Follow up with Carrier for Policy, QC policy data, send to Client
Monitor for Carrier completion of audits, obtain audit detail to determine if it needs to be elevated to Producer for review/appeal
Obtain monthly loss runs, send to Client and Producer to review for adverse trends
Monitor Unit Stat dates, Request new Experience Mod Worksheets
Ad Hoc data entry in Epic
Participate in Claim Calls
Participate in Stewardship Meeting Calls (Monthly calls we have with clients to review any current account activity, trends, etc.)
Update client information as needed, including new exposure (class code) requests, payroll changes, additions/deletions of locations and ownership changes.
Communicate with Carriers on clients’ changes in business.
Follow up with Carrier for any necessary endorsements to policy
Keep Clients updated on activity and status of resolving issues through consistent communication
Understand how client changes (ownership, acquisitions, divestitures, etc.) impact coverage and proactively be able to discuss with client
Handle Ad Hoc requests for Certificates of Insurance, endorsements
Monitor expiration dates of all policies
New Client Orientation
Set up Epic
Work with Producer to obtain copies of policies from Carriers
Request and review prior broker’s Schedule of Insurance, recreate from CAC
Request and review certificate copies and an Excel schedule, update as needed and import into eCerts