This listing does not state pay. Across 130 open account manager listings that state pay, the middle half runs $76,500 to $135,000 and the median is $104,500.

Listed pay is what employers advertise, not what people are paid.

Account Manager salaries by state · Check your own pay

How AI is used in this kind of work

AI use among sales managers is little observed so far. Measured exposure for sales managers: 4% (little observed).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

Check how this applies to your own job

Skills this job asks for

Say which you have and which you want to build. We use it to match you to jobs like this one.

About the job

Job Summary: 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.

This Account Manager role will assist the Account Executive and Producers on the Select Client, Portfolio Solutions book with marketing and servicing of new and renewal business. This role will also help coordinate with production team and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

Discuss renewal strategy with A/E internally in preparation for renewals

Prepare for renewal outputs: Review certificate holder list and provide to client

Confirm manuscript certificates needed

Understand Auto ID Cards distribution 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

Complete invoices and send to client

Issue and distribute renewal outputs

Follow up with carriers for policies

Follow up with brokers that the policies have been checked

Send checked policies to client, place copies in EPIC

Follow up with carrier if any endorsements are needed

Maintain EPIC (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)

Monitor expiration dates of all policies, including fees

Suspend for Audits and review against binders/agreements

Handle 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

Plan out the next year for renewals

Follow up with client for payment

Resolve accounting issues

Qualifications:

Bachelor’s degree preferred

3+ years of P&C insurance experience required

State specific license required, or obtained within 60 days of hire

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, eCerts & EPIC experience preferred

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.