Account Coordinator, Environmental

Description

Job Summary: Assist the Broker/Account Executive (AE) and Producer with servicing of new and renewal business for Environmental Practice Group.  Coordinate with broker/AE and production team and insurance carriers to facilitate a successful client placement and/or renewal.

Duties & Responsibilities:

• Assist Brokers, Producers and Account Executives in handling of day-to-day client servicing & inquires

• Maintain record of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal handling
• Check in with clients and secure extension terms, as needed

• Responsible for all account service functions from the start of the placement process including, but not limited to: 

• Create a standardized process for welcoming new clients to CAC Specialty so the new client understands our process, people, firm, timelines and workstreams; as part of this process, you will be responsible for managing the timelines and key workstreams
• Obtaining necessary placement materials from incumbent / new insurance carriers including, but not limited to, any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.)
• Forward submission materials to the client, while managing placement deadline, continuing to follow-up for those needed submission materials (will need to receive client submissions so that there is sufficient time to turn around the placement process prior to the deadline)
• Once client submission is received, coordinate the client submission materials for distribution to insurance carriers / underwriters; as well as coordinating the schedule for group and individual meetings between the client and insurers
• Provide support to CAC client team in obtaining insurance carrier quotes and binders, and reviewing insurance carrier quotes and binders for accuracy
• Assist CAC client team in sharing insurance carrier quotes and binders with excess markets and assist with any follow up with client on subjectivity requests from insurance carriers / underwriters.
• Responsible for surplus lines due diligence and any applicable paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs)
• Work with team assistant to ensure correct policy information is included in team account list
• Assist CAC client team in the creation of client presentations, proposals, and placement summaries
• Assist CAC client team in sending quotes to clients, closing subjectivities, the binding of insurance programs by sending bind orders to each market, ensuring we have confirmation of binding from the carriers
• Assist to ensure excess markets are in receipt of all underlying binders (also quotes)
• Send binders to client
• Complete invoices requests, review invoices for accuracy and send to client. Follow up with client to collect past due premiums.
• Follow up on policy issuance with each carrier included on the client’s insurance program
• Assist CAC client team in policy reviews by conducting the initial policy review. This review is not expected to be legal in nature, but fact checking the policy on items such as premium, client name and address, etc.
• Forward all policies to client upon completion of review process and receipt of accurate policies in the manner designated by the client (e.g., electronic, paper file, etc.)
• Work with Legal & Claims team on notice instructions to ensure Claims are noticed in an accurate and timely fashion

• Establish and maintain deal/client list
• Add new business to Sales Force and maintain accurate pipeline and closed-won data
• Establish and maintain a good business relationship with clients, insurance carriers and CAC Specialty colleagues 
  • Post-binding, create a process to ensure that we maintain a strong relationship with the client, as well as the deal team; create a system to track the key client relationships if they leave the company
• Assist and maintain presentation materials, client lists, case studies, client testimonials, etc.
• Assist CAC client team with any special projects
• Other duties as assigned which may include administrative duties related to meeting coordination, events, etc.

Qualifications

Qualifications:

• Bachelor’s degree required
• 0-3 years of relevant work experience
• State specific license is required; can be obtained within 60 days of employment
• Ability to work in a fast-paced environment
• Responsive, self-starter
• High level of professionalism and confidentiality
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint
• Salesforce & EPIC experience preferred

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 www.cacgroup.com

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