What are the responsibilities and job description for the Account Manager, Property & Casualty, Small Business position at CAC Group?
Job Details
Description
Job Summary: This is a customer service position responsible for providing a high level of customer service, communication and problem solving to maintain and promote business growth. Candidate must have excellent customer service and problem solving skills, strong verbal and written communication skills with the ability to interact effectively.
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 marketing new and renewal business to grow the book of business
- Interact with carriers, underwriters, and clients to provide data and information for decision making
- Maintain client records within EPIC, Image Right 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 teams book of business
- *Day to day operations may include but are not limited to:
- Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing
- Report and follow claims until paid
- Quote new business for producers and keep up with carrier appetite guides
- Analyze contractual insurance requirements and analyze client need
Qualifications
Qualifications:
- High School diploma is required; Bachelors degree preferred
- Five years experience in Personal Lines/Small Business experience required
- Must have appropriate state insurance license
CACH, LLC and its employing subsidiaries provide 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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