Note: The job is a remote job and is open to candidates in USA. The Baldwin Group is a leading insurance broker and advisor that provides expertise in insurance and capital markets. The Account Manager, Workers Compensation will assist Account Executives and Producers with marketing and servicing new and renewal business, coordinating with production teams and insurance carriers to ensure successful client renewals.
Responsibilities
- Discuss Renewal strategies with Producer, Marketing Strategy
- Prepare for Renewal Outputs
- Obtain Renewal Specs from client 120 days prior to renewal (payroll, employee counts, supplemental applications, etc.)
- Obtain updated loss runs
- Obtain current Experience Mod Worksheet
- Review Certificate Holder list, send to Client
- Review Ownership structure and update per Client information
- Complete marketing submission (Acord applications, supplemental applications, loss runs, etc.)
- Follow up with markets until quotes received
- Creating Renewal documents 30 days prior to renewal
- Confirm coverage is bound, send binder to client
- Confirm payment options, complete invoicing unless Direct Bill, obtain premium financing quote if needed
- Complete premium allocation spreadsheets for clients (by location, installment)
- Assist client with claim filing procedures, online RMIS system access, Nurse Triage program access
- Follow up with Carrier for Policy, QC policy data, send to Client
- Monitor for Carrier completion of audits, obtain audit detail to determine if it needs to be elevated to Producer for review/appeal
- Obtain monthly loss runs, send to Client and Producer to review for adverse trends
- Monitor Unit Stat dates, Request new Experience Mod Worksheets
- Ad Hoc data entry in Epic
- Participate in Claim Calls
- Participate in Stewardship Meeting Calls (Monthly calls we have with clients to review any current account activity, trends, etc.)
- Update client information as needed, including new exposure (class code) requests, payroll changes, additions/deletions of locations and ownership changes
- Communicate with Carriers on clients’ changes in business
- Follow up with Carrier for any necessary endorsements to policy
- Keep Clients updated on activity and status of resolving issues through consistent communication
- Understand how client changes (ownership, acquisitions, divestitures, etc.) impact coverage and proactively be able to discuss with client
- Handle Ad Hoc requests for Certificates of Insurance, endorsements
- Monitor expiration dates of all policies
- New Client Orientation
- Set up Epic
- Work with Producer to obtain copies of policies from Carriers
- Request and review prior broker’s Schedule of Insurance, recreate from CAC
- Request and review certificate copies and an Excel schedule, update as needed and import into eCerts
Skills
- Two to three years account management experience required
- Worker's Compensation experience is required
- Excellent communication skills, both verbal and written
- Strong multi-tasking and time management skills
- Proficient in Microsoft Office products (Word, Excel, PowerPoint)
- Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
- Ability to work in a fast-paced environment
- High level of professionalism and confidentiality
- Bachelor's degree preferred
Benefits
- Bonus opportunity and benefits
Company Overview