Account Coordinator, Senior Living- CAC

Insurance Broker Assistant

CAC, 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.

Assist the Broker/Account Executive (AE) and Producer with servicing of new and renewal business for the Senior Living & Healthcare team. Coordinate with broker/AE and production team and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

• Assist Brokers, Producers and Account Executives in handling of day-to-day client servicing & inquires
• Maintain record of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal handling
• Responsible for all account service functions from the start of the renewal process including, but not limited to:
• Obtaining necessary renewal materials from incumbent / new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.)
• Forward submission materials to the client, while managing renewal deadline, continuing to follow-up for those needed submission materials (will need to receive client submissions so that there is sufficient time to turn around the renewal process prior to renewal effective date)
• Once client submission is received, coordinate the client submission materials for distribution to insurance carriers / underwriters; as well as coordinating the schedule for group and individual meetings between the client and insurers
• Provide support to CAC client team in obtaining insurance carrier quotes and binders, and reviewing insurance carrier quotes and binders for accuracy
• Assist CAC client team in sharing insurance carrier quotes and binders with excess markets and assist with any follow up with client on subjectivity requests from insurance carriers / underwriters.
• Responsible for surplus lines due diligence and any applicable paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs)
• Work with team assistant to ensure correct policy information is included in team account list
• Assist CAC client team in the creation of client presentations, proposals, and renewal summaries
• Assist CAC client team in the binding of insurance programs by sending bind orders to each market, ensuring we have confirmation of binding from the carriers
• Assist CAC client team with premium finance agreements
• Assist CAC client team with premium allocations
• Assist to ensure excess markets are in receipt of all underlying binders (also quotes)
• Follow up on policy issuance with each carrier included on the client's insurance program
• Assist CAC client team in policy reviews by conducting the initial policy review. This review is not expected to be legal in nature, but fact checking the policy on items such as premium, client name and address, etc.
• Forward all policies to client upon completion of review process and receipt of accurate policies in the manner designated by the client (e.g., electronic, paper file, etc.)
• Establish and maintain a good business relationship with clients, insurance carriers and CAC Specialty colleagues
• Assist CAC client team with any special projects
• Other duties as assigned which may include administrative duties related to meeting coordination, events, etc.

Qualifications:

• Bachelor's degree required
• 0-3 years of relevant work experience
• State specific license is required; can be obtained within 60 days of employment
• 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
• Salesforce & EPIC experience preferred