What are the responsibilities and job description for the Senior Account Executive, Property & Casualty, Education Practice position at CAC Agency?
Description
Job Summary: Manage entire marketing and service processes for either a niche or service team.
Duties & Responsibilities
- Oversee a team of employees handling a specific book of business
- Manage a book of business and direct the client’s needs to the appropriate team member
- Prepare and participate in Prospect and client presentation meetings
- Ability to present (or lead in producer’s absence) renewal meetings and/or stewardship reviews to established client
- Review 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 and/or proposal of all quotes received
- Communicate with Producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
- Submit or oversee sold business to insurance market and implementation/binding process
- Review documents issued by insurance company for accuracy.
- Review insurance requirements of a contract
- Understand complex financial analysis and claims data
- Conduct monthly team meetings with producers and service team
- Train with junior team members to teach best practices
- Other duties as assigned
Qualifications
- Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience
- Seven years of experience in a P&C administration/marketing role is required
- 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
- May require overnight travel
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.
