baldwin
CAC Account Coordinator, Property & Casualty
At a Glance
- Location
- Birmingham, Alabama, United States
- Work Regime
- hybrid
- Employment
- Full time
- Experience
- Up to 3 years
- Posted
- 2026-07-20
Key Requirements
Required Skills
Domain Knowledge
- Education
- Insurance
Requirements
Agency Management System experience (Applied Epic preferred)
Responsibilities
Participate in day-to-day operations of a service team and the assigned book of business
Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business.
Interact with carriers, underwriters, and clients to provide data and information for decision making.
Responsible for entering and maintaining client data within EPIC and other 3rd party vendor software as appropriate, in accordance with standards.
Prepare requests for renewal information, including exposure analysis/renewal workbooks, and work directly with clients to obtain information required for renewals
Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review