The Baldwin Group

Account Manager, Natural Resources

The Baldwin Group

full-time

Posted on:

Location Type: Remote

Location: Massachusetts • United States

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About the role

  • 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
  • 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

Requirements

  • 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
Benefits
  • Health insurance
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account servicingrenewal processunderwritinginsurance quotesbilling processdata collectionpolicy managementtime managementattention to detail
Soft Skills
communication skillsprofessionalismconfidentialityorganizational skillsability to work in fast-paced environment
Certifications
CPCUCISRCICAINS