Associate Account Executive Property Casualty
Associate Account Executive Property Casualty
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Salary Not Disclosed
1 Vacancy
Job Description
Job Details
Description
Job Summary: Provide support to the teams book of business including the marketing process for new and renewal business
Duties & Responsibilities:
- Strong understanding of all coverages serviced by the team
- Proactive and can separate and combine tasks into efficient workflow
- Help prepare team for renewal and new business meetings
- Participate in client and prospect meetings when necessary
- Understand client claims data
- Prepare renewal submissions for marketing; send and process complete renewal submissions including exposure analysis renewal workbooks and loss information.
- Analyze all quotes for accuracy and prepare proposal/presentation for Account Executivereview. Presentations could include quotes spreadsheet contract comparison and other internal marketing materials
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
- Participate in daytoday operations of a service team and the assigned book of business
- Establish and maintain a good business relationship with clients insurance carriers and colleagues
- Maintain client records within EPIC and various vendor software as appropriate
- Other duties as assigned
- Train with Account Executive on best practices
- Work with Account Manager to prepare premium allocations
- Attend carrier meetings to occasionally include afterhours events
- Ability to lead weekly internal team meetings to provide updates on accounts during the marketing process
- Ability to provide backup for Account Manager duties including issuing certificates Auto ID cards and invoicing when necessary
- Other duties as assigned
Qualifications
- Bachelors degree required; in lieu of degree can substitute relevant education and work experience
- 1 year of commercial insurance work experience required
- Appropriate state insurance license is required; may be obtained in first 60 days of employment
- Excellent communication skills both verbal and written
- Strong multitasking and time management skills
- Proficient in Microsoft Office products (Word Excel PowerPoint)
- Ability to efficiently handle multiple simultaneous and complex tasks and projects
- Ability to work in a fastpaced environment
- High level of professionalism and confidentiality
CAH Holdings Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.
About Us: CAC Group is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. The entity comprises CAC Specialty an industryleading specialty broker CAC Agency a P&C personal lines and employee benefits broker and CAC Capital a structured solutions group that specializes in the convergence of insurance and capital markets. Collectively CAC Group serves large corporations smalltomedium enterprises as well as individuals. It is an employeeowned company and ranked in the top 40 of all U.S. brokerage firms. For more information please visit us at
#LIAA1 #LIOnsite #CAH
Required Experience:
IC
Employment Type
Full-Time
