Insurance Account Manager – Personal Lines

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

💰 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

• Prepares documents for presenting risks to market • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents • Assists client service teams in the preparation of presentation materials • Analyzes and summarizes complex data and compiles reports under supervision • Records data into the appropriate insurance company and firm software programs • Runs monthly cancellation and expiration reports • Processes and completes endorsements and audits • Completes special projects as assigned • Looks for opportunities to improve the firm, business segment and processes

🎯 Requirements

• Must have Florida insurance experience • 1 to 2 years’ experience in the insurance industry • Current 2-20 or 20-44 License as required by the State Department of Insurance • Basic understanding of insurance coverages, quoting and binding experience • Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate software systems

🏖️ Benefits

• The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws.