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.
Duties & Responsibilities:
- 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
Qualifications:
- 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
#LI-AA1
Click here for some insight into our culture!
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.
Skills Required
- Bachelor's degree
- 3-5 years of relevant work experience
- Proficient in Microsoft Office products
- eCerts & EPIC experience
- Industry Designation/Certifications (CPCU, CISR, CIC, AINS, etc.)
The Baldwin Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Baldwin Group and has not been reviewed or approved by The Baldwin Group.
-
Healthcare Strength — Health coverage includes flexible medical options, 24/7 telemedicine, mental health support, company‑paid life and disability, plus dental and vision. Feedback suggests these comprehensive offerings contribute meaningfully to total rewards.
-
Leave & Time Off Breadth — Time‑off programs span parental leave, paid holidays, paid sick days, and flexible PTO, with some teams citing unlimited PTO. Feedback suggests flexible PTO depth is a valued element of the package.
-
Equity Value & Accessibility — Equity grants are provided to all new hires. Feedback suggests broad‑based equity can enhance perceived fairness and long‑term value.
The Baldwin Group Insights
What We Do
BRP is now The Baldwin Group! We’ve updated our name to reflect our unified group of talented teams across the country. The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or buying a larger home, opening a small business or taking their company public, we offer solutions to support them on every step of their journey. This has been our story since the beginning—we provide the indispensable expertise and quality insights that give our clients peace of mind to pursue their purpose, passion, and dreams. And that’s what The Baldwin Group will continue to do for years to come: we Protect the Possible℠.
