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Baldwin
Birmingham, Alabama, US; Birmingham Office Park
Source: Baldwin careers · View original posting
From Baldwin's posting. “We” and “our” refer to the employer.
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.
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.
*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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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