Senior Account Manager, National Accounts/Real Estate

Job Summary: Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team, accounting and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

• Initiate renewal strategy meeting with A/E for both internally and client meetings
• Prepare draft renewal strategy document & engage team as needed
• Identify renewal exposure needs and request from Client
• Gather and format renewal exposure & , follow up on missing items and question exposures as needed
• Create Draft Submission
• Prepare for renewal outputs:
  • Request loss runs
  • Prepare loss summary
  • Request property replacement cost evaluations as needed
  • Request Modeling
  • Review certificate holder list and provide to client for review and feedback
  • Confirm manuscript certificates as needed
  • Understand Auto ID Cards distribution for clients
  • Determine Work Comp Posting needs and how to distribute
• Assist broker reviewing quotes as needed
• Send quotes to client and obtain bind order as needed
• Determine if Premium Financing is needed and obtain quotes
• Create & Organize Policy file in shared drive
• Post renewal send binders to client, collect subjectivities, input renewal into EPIC utilizing all CAC processes and procedures
• Create invoices and memo bills (when needed) send to client
• Track incoming and carrier payments
• Issue and distribute renewal outputs (ie: certificates, auto ID cards, scrubbed binder/policy as needed)
• Complete Schedules of Insurance and/or Summaries of Insurance
• Complete Mudmaps / Schematics
• Create a Formal Proposal draft if multiple lines and different brokers are involved
• Create Cost of Risk, include historical data up to 5 years
• Follow up with carriers for policies
• Follow up with brokers that policies have been checked
• Send checked policies to Client, place copies in EPIC
• Follow up with carrier if any endorsements are needed
• Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
• Monitor expiration dates of all policies, including fees
• Maintain open items list by client and review with A/E monthly if not having regular calls/meetings with the client
• Suspend for Audits and review against binders/agreements and maintain history of exposures
• Handle ad hoc requests for certificates, auto id cards, endorsements
• New clients
  • Create Draft BOR
  • Set up in EPIC
  • Set up in Certificate System
  • Work with Brokers to obtain copies of policies from carriers
  • Request and review prior brokers Schedule of Insurance, create from CAC, including Mudmap
  • Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
  • Request and review Auto ID Cards
• Develop and maintain account handling instructions / best practices for each client
• Plan out the next year for renewals
• Follow up with client for payment
• Market one off non-complicated policies
• Monitor and resolve accounting issues

• Train A/M’s to develop SR A/M level – on processes and systems

• Bachelor’s degree preferred
• 5-7 years of commercial insurance required
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint
• eCerts & EPIC experience 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

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