Job Summary: Entry level position to assist in the support of the team’s book of business including the marketing process for new and renewal business. 

Duties & 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.
• Attend carrier meetings, to occasionally include afterhours events
• Maintain client records within EPIC and other 3^rd party vendor software as appropriate, in accordance with standards.
• Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
• Review documents issued by insurance company for accuracy
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
• Request loss runs, claims analysis and other applicable needs to meet client, producer or carrier needs.
• Train with AE/AM on best practices and audits
• Over time, learn client accounts and how to manage
• Other duties as assigned

• Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
• Insurance industry experience is preferred
• Appropriate state insurance license is required; may be obtained in first 60 days of employment
• Excellent communication skills, both verbal and written
• Strong multi-tasking 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 fast-paced environment
• High level of professionalism and confidentiality

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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.