Account Manager, Construction-Middle Market

Baldwin Group Colleague•Birmingham, AL

23h

About The Position

The Account Manager serves as a technical resource and relationship manager for clients, providing prompt, efficient, and high-quality service for designated accounts. The role works closely with Account Analysts, Account Consultants, Advisors, and insurance company partners, participating in the day-to-day operations of a service team and its assigned book of business. The Account Manager handles insurance requirements on contract reviews, communicates with carriers, underwriters, and clients, maintains client records in relevant systems, and takes on issues of medium complexity with growing responsibility under supervisory direction. The role may include responsibility for specific accounts and ongoing account service, as well as support for marketing new and renewal business to grow the book or round out accounts. Day-to-day work may include processing policies, certificates, change requests, ID cards, endorsements, cancellations, audits, and invoices; reviewing accounting reports and incoming mail; allocating premiums; answering coverage questions; reviewing policy forms; analyzing contractual insurance requirements and client needs; and verifying documentation for new and renewal business.

Requirements

High school diploma required.
Three to five years of experience with an in-depth understanding of insurance.
Appropriate state insurance license.
Strong verbal and written communication skills.
Experience with an agency management system.

Nice To Haves

Bachelor’s degree preferred.
Applied Epic experience preferred.

Responsibilities

Participate in day-to-day operations of a service team and its assigned book of business.
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 third-party vendor software in accordance with standards.
Take on issues of medium complexity, with growing responsibility over time under supervisory direction.
Manage ongoing service on accounts and, potentially, specific accounts within the team’s book of business.
Review documents issued by insurance companies for accuracy and submit incorrect documents for revision.
Partner with the team and Producers to assist with marketing new and renewal business to grow the book of business or round out accounts.
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits, and invoicing.
Review accounting reports and incoming mail, and handle premium allocations as required.
Answer coverage questions and review policy forms.
Analyze contractual insurance requirements and client needs.
Verify documentation received from Jr. AE regarding new and renewal business.
Perform other duties as assigned.