Job Overview
Location
Remote US
Job Type
Full-time
Category
Accounting
Date Posted
July 17, 2026
Full Job Description
đź“‹ Description
- • Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects; works along with Producers, Account Executives, Claims and other team members.
- • Responsible for all account service functions from the start of the renewal process including, but not limited to:
- • Request and compile necessary information in advance of renewal strategy meeting
- • Requests apps and renewal expectations from the underwriters; obtaining necessary renewal materials from incumbent/new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes
- • Set-up internal/external renewal strategy meetings with Senior AE/Producer and client
- • Participation in internal/external renewal strategy meetings
- • Request renewal data from the client – exposure workbook, applications, etc., reviews the data for changes when it is received back; forward renewal request materials to the client, while managing renewal deadline, following-up as needed with client for requested renewal data
- • Once client renewal data is received, coordinate the client submission materials for distribution to Senior AE/underwriters
- • Coordinate scheduling for group/individual meetings between the client and insurers
- • Create client proposal to include, but not limited to quote analysis, marketing summary, coverage, and financial comparisons for review by senior team members
- • Determine if Premium Financing is needed and obtain quotes
- • Complete binding process – review binder for accuracy, process binder and invoices in EPIC, create confirmation/evidence of coverage for delivery to client noting any subjectivities and issuance of invoice to client
- • Ensure completion of internal/external Surplus Lines requirements (invoicing and diligence as necessary)
- • Manage the certificate renewal process with clients to determine requirements and insure timely and accurate issuance
- • Day to day client service including, but not limited to:
- • Respond to mid-term client inquiries/requests in partnership with other service and broking colleagues
- • Request carrier endorsement; ensure timely and accurate completion of endorsement requests
- • Resolve client level accounting issues including discrepancies and fee agreements
- • Insurance Contract Reviews with assistance as necessary
- • Maintain record/management of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal process/timeline
- • Maintain and manage open items listings with clients and team
- • Strong understanding of all coverages serviced by the team
- • Establish and maintain a good business relationship with clients, insurance carriers and colleagues
- • Maintain accurate policy detail in Agency Management System
- • Directs and reviews work of Junior Account Manager with guidance as needed
- • Other duties as assigned
🎯 Requirements
- • Bachelor’s degree preferred
- • 3+ years of relevant work experience required
- • Ability to work in a fast-paced environment
- • High level of professionalism and confidentiality
- • Ability to train other team members in duties & responsibilities of Junior Account Manager role
- • Manage assigned duties with independent decision-making authority
- • Proactive and can separate and combine tasks into efficient workflow
- • Strong verbal and written communication skills
- • Attention to detail & time management skills
- • Proficient in Microsoft Office products to include Word, Excel & PowerPoint
🏖️ Benefits
- • Salary: $90-100k
Skills & Technologies
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About Baldwin Technology Company Inc.
Baldwin Technology Company designs and manufactures process-automation equipment and consumables for the printing, packaging, textile and film industries. Products include spray dampening, cleaning, drying, web handling and fluid-management systems that improve quality, reduce waste, cut energy use and boost productivity on flexo, offset and digital presses. Headquartered in Old Lyme, Connecticut, the company operates across the Americas, Europe and Asia, serving commercial, newspaper and packaging printers with engineered solutions and aftermarket support since its founding in 1918.
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