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.
Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal.
Duties & Responsibilities:
- Discuss renewal strategy with Account Executive both internally and with clients
- Responsible for all account service functions from the start of the renewal process including, but not limited to:
- Obtaining necessary renewal materials including any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.)
- Work with the clients on completion and return of submission materials according to pre-agreed timelines
- Coordinate the client submission materials for distribution to insurance carriers / underwriters
- Provide support in obtaining insurance carrier quotes and binders, subjectivities and reviewing for accuracy
- Assistance with paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs)
- Assist in the creation of client presentations, proposals and renewal summaries
- Prepare for renewal outputs:
- Review certificate holder list and provide to client for validation
- Confirm any manuscript certificates needed
- Understand Auto ID Cards distribution process for clients
- Determine Work Comp Posting needs and how to distribute
- Send quotes to client and obtain bind order as needed
- Determine if Premium Financing is needed and obtain quotes
- Create Policy file in shared drive once binders come in
- Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection
- Manage billing process
- Follow up with carriers for policies and ensure accuracy
- Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection
- 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
- Manage ad hoc requests for certificates, auto id cards, endorsements
- New clients
- 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 with claims associates
- Ensure accounting /payment of premium is timely
Qualifications:
- Bachelor’s degree preferred
- 3-5 years of relevant work experience required
- 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
- eCerts & EPIC experience preferred
- Industry Designation/Certifications (CPCU, CISR, CIC, AINS, etc.) a plus
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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.