What are the responsibilities and job description for the Account Executive, Property & Casualty (Atlanta, GA | Birmingham, AL | Chicago, IL | Denver, CO position at CAC Agency?
Job Details
Position Type
Full Time
Job Category
Insurance
Description
Job Summary: Responsible for marketing new and renewal business within a specific P&C service team.
Duties & Responsibilities
- Assist with pre-renewal and renewal meetings to present results to established client contacts
- Oversee a team of employees handling a specific book of business
- Prepare and participate in prospect and client presentation meetings
- Ability to present renewal meetings and/or stewardship reviews to established clients
- Prepare, review, and supervise renewal submissions for marketing; send and process complete electronic renewal submissions including loss data, contracts and supporting documents
- Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
- Perform data analysis to determine program structure options
- Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy.
- Understand complex financial analysis and claims data
- Communicate with service team on new business opportunities
- Initiate and conduct marketing strategy meetings with producers
- Communicate with client service team on account expectations and track throughout the year
- Assist in supervising support staff (AM, Jr AE) to help manage workflow
- Obtain thorough hands-on experience the skills needed to manage a service team as a Sr AE
- Other duties as assigned
Qualifications
- Bachelor’s Degree required
- Appropriate state license required
- Five to seven years of experience in a P&C administration/marketing role
- Excellent communication skills, both verbal and written
- Strong multitasking & time management skills
- Proficient in Microsoft Office products
- Agency Management experience
- May require overnight travel
- Professional in appearance and business conduct with strong customer service
CAC Group is an equal opportunity employer. CAH Holdings, Inc. provides 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
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