Account Manager, Natural Resources

🕒 May 1

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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The Baldwin Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $170M Post IPO debt on 2023-10

Finance • B2B

The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals.

📋 Description

• 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 • 401(k) matching • Remote work options