Job Summary: Manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.
Duties & Responsibilities:
- Participate in day-to-day operations of a service team and the assigned book of business.
- Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts.
- Handle insurance requirements on contract reviews
- Interact with carriers, underwriters, and clients to provide data and information for decision making.
- Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards.
- Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction
- May be responsible for specific accounts within the team’s book of business
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
- Other duties as assigned
*Day to day operations may include but are not limited to:
-
- Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required.
- Answers coverage questions and reviews policy forms
- Analyze contractual insurance requirements and analyze client needs.
- Verifies documentation received from Jr. AE regarding new & renewal business.
Qualifications:
- High School diploma is required; Bachelor’s degree preferred.
- Seven to ten years of experience with an in-depth understanding of insurance.
- Must have appropriate state insurance license.
- Strong communication skills, both verbal and written required.
- Agency Management System experience (Applied Epic preferred)
CAC Group is an equal opportunity employer. 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 industry-leading 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, small-to-medium enterprises as well as individuals. It is an employee-owned company and ranked in the top 40 of all U.S. brokerage firms. For more information, please visit us at www.cacgroup.com
#CAH #LI-AA1 #LI-Onsite
