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.
Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.
Duties & Responsibilities:
Participate in day-to-day operations of a service team and the assigned book of business.
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.
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
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 as required.
Answers coverage questions and reviews policy forms
Analyze contractual insurance requirements and analyze client needs.
Verifies documentation received from Jr. AE/AE regarding new & renewal business.
Qualifications:
High School diploma is required; Bachelor’s degree preferred
Five years of experience with an in-depth understanding of insurance
Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
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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.