CAC Account Coordinator, Property & Casualty

The Baldwin Group

Entry-level Account Coordinator in Insurance sector managing customer service and client data. Collaborating with service team to maintain and grow business within the Education Practice.

Posted 7/21/2026full-timeBirmingham • Alabama • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client data management and insurance operations, with proficiency in EPIC and Microsoft Office. Capable of analyzing renewal quotes and preparing comprehensive proposal documents while maintaining high standards of professionalism and confidentiality.

Highest-signal resume keywords

Bachelor's DegreeInsurance LicenseEPIC Software ExperienceClient Data ManagementExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Insurance Industry ExperienceData AnalysisPolicy ProcessingExposure AnalysisProposal Preparation

Soft Skills

Multi-TaskingTime ManagementAttention to DetailProfessionalismConfidentiality

Tools & Technologies

Microsoft OfficeApplied Epic3rd Party Vendor Software

Certifications & Qualifications

State Insurance License

Industry Keywords

Client InteractionRenewal ProcessInsurance RequirementsContract ReviewsClaims Analysis

About the role

Key responsibilities & impact

Participate in day-to-day operations of a service team and the assigned book of business
Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
Interact with carriers, underwriters, and clients to provide data and information for decision making.
Responsible for entering and maintaining client data within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
Prepare requests for renewal information, including exposure analysis/renewal workbooks, and work directly with clients to obtain information required for renewals
Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
Request loss runs, claims analysis and other applicable needs to meet client, producer, or carrier needs.
Handle insurance requirements on contract reviews
May 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

Requirements

What you’ll need

Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
0-3 years of insurance industry experience is preferred
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 while maintaining a strong attention to detail
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
Agency Management System experience (Applied Epic preferred)

Benefits

Comp & perks

Health insurance
401(k) matching
Professional development opportunities
Paid time off
Remote work options