Account Manager, Construction-Middle Market

CAC Group•Birmingham, AL

22h

About The Position

The Account Manager serves as a technical resource and relationship manager for clients, providing prompt, efficient, and high-quality service for designated accounts. The role works closely with Account Analysts, Account Consultants, Advisors, and insurance company partners as part of a service team. It handles account servicing and insurance requirements, maintains client records, reviews insurance documents, and may assist with marketing new and renewal business. The position takes on issues of medium complexity with growing responsibility under supervisory direction.

Requirements

High school diploma required.
Three to five years of experience with an in-depth understanding of insurance.
Appropriate state insurance license required.
Strong verbal and written communication skills required.
Agency Management System experience required.

Nice To Haves

Bachelor’s degree preferred.
Applied Epic experience preferred.

Responsibilities

Participate in day-to-day operations of a service team and its 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 in Epic, CSR24, and other third-party vendor software in accordance with standards.
Take on issues of medium complexity with growing responsibility under supervisory direction.
May be responsible for specific accounts within the team’s book of business.
Review documents issued by insurance companies for accuracy and submit incorrect documents for revision.
Manage ongoing service on an account.
Partner with the team and Producers to assist with marketing new and renewal business, growing the book of business, and rounding out accounts.
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits, and invoicing.
Review accounting reports and handle incoming mail and premium allocations as required.
Answer coverage questions and review policy forms.
Analyze contractual insurance requirements and client needs.
Verify documentation received from Jr. AE regarding new and renewal business.
Perform other duties as assigned.