Account Manager, Property & Casualty

CAC Group • Mountain Brook, AL

2d • Onsite

About The Position

Manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.

Requirements

• 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

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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees