Senior Account Manager, Private Equity Solutions

Job Summary: Assist the Account Executive (AE), Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal. Manage administrative functions for assigned team.

Duties & Responsibilities:

• Discuss renewal strategy meeting with AE, both internally and with client
• Prepare for renewal outputs:
  • Review certificate holder list and provide to client
  • Confirm manuscript certificates needed
  • Understand Auto ID Card distribution for clients
  • Determine Work Comp Posting needs and how to distribute
• Send quotes to client and obtain bind order as needed
• Determine if Premium Financing is needed and obtain quotes
• Create Policy file in shared drive once binders come in
• Send binders to client with list of subjectivities, input into EPIC and send to platform for data collection
• Complete invoices and send to client
• Issue and distribute renewal outputs
• Follow up with carriers for policies and brokers to ensure policies to have been checked
• Send checked policies to client, place copies in EPIC and send to platform for data collection
• 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 and provide to team on a monthly basis
• Suspend for Audits and review against binders/agreements
• Handle ad hoc requests for certificates, auto id cards, endorsements
• New clients:
  • Set up in EPIC
  • Work with Brokers to obtain copies of policies from carriers
  • Request and review prior Schedule of Insurance, recreate
  • 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
• Plan out the next year for renewals
• Follow up with client for payment
• Resolve accounting issues
• Handle expense reporting or other administrative functions as needed for senior members of team
• Other duties as assigned

Qualifications:

• 10 plus years of relevant work experience (required)
• State specific license (required)
• EPIC experience (required)
• Bachelor’s degree (preferred)
• Experience with Private Equity (preferred)
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Ability to train other team members in Duties & Responsibilities of Account Manager role
• Manage assigned duties with independent decision-making authority
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint

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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