Duties & Responsibilities:Â Â
Work to plan and prepare the renewal strategy meeting with A/E for both internally and with Â
Prepare the renewal process and generate key renewal deliverables:Â
Review certificate holder list and provide to clientÂ
Confirm manuscript certificates neededÂ
Understand Auto ID Cards distribution for clientsÂ
Manage the renewal process with quotes distribution and managing the bind process Â
Work with premium financing when applicable Â
Create account file including all policy files and client agreements Â
Manage client subjectivities, input into EPIC, and send to CAC Binders for data collectionÂ
Service Specific Activities:Â
Complete invoices and send to client Â
Issue and distribute renewal outputsÂ
Follow up with carriers for policiesÂ
Follow up with brokers that the policies have been checkedÂ
Send checked policies to client, place copies in EPIC and send to CAC Policies for data collectionÂ
Follow up with carrier if any endorsements are neededÂ
Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)Â
Monitor expiration dates of all policies, including feesÂ
Suspend for Audits and review against binders/agreements Â
Handle ad hoc requests for certificates, auto id cards, endorsementsÂ
Responsible for new client setupÂ
Set up in EPICÂ
Work with Brokers to obtain copies of policies from carriersÂ
Request and review prior brokers Schedule of Insurance, recreate from CACÂ
Request and review Certificate copies and an Excel schedule, update as needed and import into CAC systemÂ
Request and review Auto ID CardsÂ
Develop and maintain account handling instructions Â
Lead renewal planning efforts Â
Follow up with client for paymentÂ
Resolve accounting issuesÂ
Qualifications:Â Â
Bachelorâs degree preferredÂ
3-5 years of relevant work experience requiredÂ
State specific license required, or obtained within 60 days of hireÂ
Ability to work in a fast-paced environmentÂ
High level of professionalism and confidentialityÂ
Strong verbal and written communication skillsÂ
Attention to detail & time management skillsÂ
Proficient in Microsoft Office products to include Word, Excel & PowerPointÂ
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.
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