Account Manager, Commercial Risk – Middle Market

The Baldwin Group

Account Manager overseeing day-to-day functions of an assigned book of business at the Baldwin Group. Providing exceptional service and interacting with clients and underwriters in commercial risk management.

Posted 5/1/2026part-timeBirmingham • Alabama, Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage the day-to-day functions of an assigned book of business while providing exceptional service.
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.
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.

Requirements

What you’ll need

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)

Benefits

Comp & perks

Health insurance
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance requirementscontract reviewsdocument reviewaccount management

Soft Skills

communication skillscustomer service

Certifications

state insurance license