CAC
Account Manager, Real Estate - CAC Group
Denver, Colorado, US
Sponsorship not specified$75k-$90kDetected 2 days ago
SalesforceSalesAccount ManagementAccountingExcelEpicCommunicationTime ManagementMicrosoft Office
About the role
- The Account Manager, Real Estate will assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business for the Real Estate team.
- The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal.
- The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site.
Responsibilities
- Manage the renewal process with quotes distribution and managing the bind process
- Create account file including all policy files and client agreements
- Manage client subjectivities, input into EPIC, and send to CAC Binders for data collection
- Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
- Develop and maintain account handling instructions
- Lead renewal planning efforts
Requirements
- 3-5 years of relevant work 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
Nice to have
- Bachelor's degree preferred
- Salesforce, eCerts & EPIC experience preferred
Compensation
- Starting pay is $75-90k; salary negotiable at time of hire.
Company info
- CAC Group, 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 listing is sourced directly from CAC's careers page and normalized into a canonical job model.