Account Manager, Senior Living

Job Summary: The Account Manager serves as the operational backbone of the client service team, maintaining comprehensive account knowledge and ensuring all internal documentation is accurate, organized, and accessible. This role supports the Account Executive, Senior Account Executive, and Associate Account Executive by managing the administrative and process-driven aspects of marketing and placement. The Account Manager coordinates with internal teams and insurance carriers to execute renewals and new business efficiently, providing critical oversight of timelines, deliverables, and compliance requirements. Acting as the central point for workflow management, the Account Manager ensures service excellence across the full insurance lifecycle - enabling the client-facing team to focus on strategy while guaranteeing accuracy, consistency, and a seamless client experience.

Duties & Responsibilities

• Work fully in EPIC our Agency Management Software – keeping activities tasks and overall history in order with other service team members
• Prepare for Renewal Outputs and work in tandem with Account Coordinator and Associate Account Executive
• Obtain Renewal Specs from client 120 days prior to renewal
• Obtain updated loss runs
• Obtain updated exposures
• Review Certificate Holder list
• Review Ownership structure and update per Client information
• Work with Associate Account Executive and Account Coordinator to compile and complete marketing submission (Acord applications, supplemental applications, loss runs, etc.)
• Follow up with markets until quotes received
• Prepare Pre Renewal documents templates for completion by AAE/AE 100 days prior to renewal in time for pre renewal discussion 90 days out
• Prepare all Renewal documents and proposals 30 days prior to renewal
• Facilitating and managing all post-bind activities are accomplished in tandem with AC (subjectivities to carrier, certificates rolled/issued, binders collected and quality checked, invoiced in Epic, finance quotes obtained if applicable, client communication delivering all the above)
• Complete premium allocation spreadsheets for clients (by location, installment, financing etc.)
• Follow up with Carrier for Policy, QC policy data, send to Client
• Ad Hoc data entry and management in Epic and Sharefile
• Participate in Stewardship Meeting Calls as necessary (Regularly cadenced calls monthly, bi-monthly or quarterly we have with clients to review any current account activity, trends, etc.)
• Update client information as needed, including new exposure and endorsement requests, additions/deletions of locations and ownership changes.
• Follow up with Carrier for any necessary endorsements to policy or any other policy documents
• Keep Clients updated on activity and status of resolving issues through consistent communication
• Understand how client changes (ownership, acquisitions, divestitures, etc.) impact coverage and proactively be able to discuss with team to form game plans for client communication/renewals etc.
• Handle Ad Hoc requests for Certificates of Insurance, endorsements
• Monitor expiration dates of all policies in tandem with Account Coordinator
• New Client Set up
• Added into Epic and Sharefile
• Organize save and complete all internal workbooks based on information coming in
• Request and review prior broker’s Schedule of Insurance, recreate on CAC templates
• Request and review certificate copies and an Excel schedule, update as needed and import into eCerts.

Qualifications

• Bachelor’s degree preferred
• Three to five years account management experience required (Preferred some Senior Living Exposure)
• Excellent communication skills, both verbal and written
• Strong multi-tasking and time management skills
• Proficient in Microsoft Office products (Word, Excel, PowerPoint)
• Proficient in Agency Management Software (Specifically Epic)
• 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
  
  

About Us: CAC Specialty is a risk solutions company of seasoned and proactive industry leaders, operating as a nimble and collaborative partner who puts you and your business first. With a knowledge-driven approach informed by data and decades of honed instinct, CAC Specialty brings an innovative vision to insurance broking and structured solutions to solve your risk challenges – from the simple to the previously unsolvable.