Account Manager, Real Estate - CAC Group

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.

Duties & 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 

• Service Specific Activities: 

• 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 

Qualifications:  

• 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 

• Salesforce, eCerts & EPIC experience preferred

Starting pay is $75-90k; salary negotiable at time of hire.

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.