Account Manager, Commercial Risk - Middle Market - CAC at Baldwin Group Colleague, Inc. — Birmingham, AL

Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional

Duties & Responsibilities:

 Participate in day-to-day operations of a service team and the 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 3rd party vendor software as appropriate, in accordance with standards.

 Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction.

 May be responsible for specific accounts within the team’s book of business.  Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.

 Manages the ongoing service on an account

 Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts

Other duties as assigned *Day to day operations may include but are not limited to:

Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required.

o Answers coverage questions and reviews policy forms o Analyze contractual insurance requirements and analyze client needs.

o Verifies documentation received from Jr. AE regarding new & renewal business.

Qualifications

 High School diploma is required; Bachelor’s degree preferred.

 Three to five years of experience with an in-depth understanding of insurance.  Must have appropriate state insurance license.

 Strong communication skills, both verbal and written required.

 Agency Management System experience (Applied Epic preferred)

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