Account Manager, Senior Living
Baldwin, Scottsdale, AZ, United States
Account Manager, Senior Living 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.
The Account Manager, Senior Living serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring all internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with internal teams and insurance carriers to execute renewals and new business efficiently, providing critical oversight of timelines, deliverables, and compliance requirements. Acting as the central point for workflow management, the Account Manager ensures service excellence across the full insurance lifecycle - enabling the client-facing team to focus on strategy while guaranteeing accuracy, consistency, and a seamless client experience.
Duties & Responsibilities Work fully in EPIC our Agency Management Software keeping activities tasks and overall history in order with other service team members
Prepare for Renewal Outputs and work in tandem with Account Coordinator and Associate Account Executive Obtain Renewal Specs from client 120 days prior to renewal
Obtain updated loss runs
Obtain updated exposures
Review Certificate Holder list
Review Ownership structure and update per Client information
Work with Associate Account Executive and Account Coordinator to compile and complete marketing submission (Acord applications, supplemental applications, loss runs, etc.) Follow up with markets until quotes received
Prepare Pre Renewal documents templates for completion by AAE/AE 100 days prior to renewal in time for pre renewal discussion 90 days out
Prepare all Renewal documents and proposals 30 days prior to renewal
Facilitating and managing all post-bind activities are accomplished in tandem with AC (subjectivities to carrier, certificates rolled/issued, binders collected and quality checked, invoiced in Epic, finance quotes obtained if applicable, client communication delivering all the above)
Complete premium allocation spreadsheets for clients (by location, installment, financing etc.)
Follow up with Carrier for Policy, QC policy data, send to Client
Ad Hoc data entry and management in Epic and Sharefile
Participate in Stewardship Meeting Calls as necessary (Regularly cadenced calls monthly, bi-monthly or quarterly we have with clients to review any current account activity, trends, etc.)
Update client information as needed, including new exposure and endorsement requests, additions/deletions of locations and ownership changes.
Follow up with Carrier for any necessary endorsements to policy or any other policy documents
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 team to form game plans for client communication/renewals etc.
Handle Ad Hoc requests for Certificates of Insurance, endorsements
Monitor expiration dates of all policies in tandem with Account Coordinator
New Client Set up Added into Epic and Sharefile
Organize save and complete all internal workbooks based on information coming in
Request and review prior broker's Schedule of Insurance, recreate on CAC templates
Request and review certificate copies and an Excel schedule, update as needed and import into eCerts
Qualifications: Bachelor's degree preferred
Three to five years account management experience required (Preferred some Senior Living Exposure)
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Proficient in Agency Management Software (Specifically Epic)
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
The Account Manager, Senior Living serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring all internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with internal teams and insurance carriers to execute renewals and new business efficiently, providing critical oversight of timelines, deliverables, and compliance requirements. Acting as the central point for workflow management, the Account Manager ensures service excellence across the full insurance lifecycle - enabling the client-facing team to focus on strategy while guaranteeing accuracy, consistency, and a seamless client experience.
Duties & Responsibilities Work fully in EPIC our Agency Management Software keeping activities tasks and overall history in order with other service team members
Prepare for Renewal Outputs and work in tandem with Account Coordinator and Associate Account Executive Obtain Renewal Specs from client 120 days prior to renewal
Obtain updated loss runs
Obtain updated exposures
Review Certificate Holder list
Review Ownership structure and update per Client information
Work with Associate Account Executive and Account Coordinator to compile and complete marketing submission (Acord applications, supplemental applications, loss runs, etc.) Follow up with markets until quotes received
Prepare Pre Renewal documents templates for completion by AAE/AE 100 days prior to renewal in time for pre renewal discussion 90 days out
Prepare all Renewal documents and proposals 30 days prior to renewal
Facilitating and managing all post-bind activities are accomplished in tandem with AC (subjectivities to carrier, certificates rolled/issued, binders collected and quality checked, invoiced in Epic, finance quotes obtained if applicable, client communication delivering all the above)
Complete premium allocation spreadsheets for clients (by location, installment, financing etc.)
Follow up with Carrier for Policy, QC policy data, send to Client
Ad Hoc data entry and management in Epic and Sharefile
Participate in Stewardship Meeting Calls as necessary (Regularly cadenced calls monthly, bi-monthly or quarterly we have with clients to review any current account activity, trends, etc.)
Update client information as needed, including new exposure and endorsement requests, additions/deletions of locations and ownership changes.
Follow up with Carrier for any necessary endorsements to policy or any other policy documents
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 team to form game plans for client communication/renewals etc.
Handle Ad Hoc requests for Certificates of Insurance, endorsements
Monitor expiration dates of all policies in tandem with Account Coordinator
New Client Set up Added into Epic and Sharefile
Organize save and complete all internal workbooks based on information coming in
Request and review prior broker's Schedule of Insurance, recreate on CAC templates
Request and review certificate copies and an Excel schedule, update as needed and import into eCerts
Qualifications: Bachelor's degree preferred
Three to five years account management experience required (Preferred some Senior Living Exposure)
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Proficient in Agency Management Software (Specifically Epic)
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