What are the responsibilities and job description for the Account Manager, Property & Casualty position at CAC Group?
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.
- 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.
- Manages the ongoing service on an account
- 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
- 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, reviewing accounting reports, incoming mail, premium allocations 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.
- Three years of experience with an in-depth understanding of insurance.
- 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
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.
