Account Manager, Real Estate - CAC Group
Core
Coordinate with Account Executives and insurance carriers to manage the end-to-end renewal process, including strategy planning, quote distribution, and policy binding for real estate clients.
Role type
Account Manager (Insurance Brokerage)
Builds
Renewal strategies, policy files, and client agreements for real estate insurance portfolios.
Domain
Insurance brokerage / Real Estate
Deliverable
client delivery
Required skills
Renewal process management, quote distribution, policy binding, account file creation, subjectivity management, invoice processing, carrier follow-up, document maintenance, new client setup, payment collection, accounting issue resolution
Preferred skills
Salesforce, eCerts, EPIC system experience
Technologies
EPIC, Salesforce, eCerts, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Plan and prepare renewal strategy meetings with Account Executives; generate key renewal deliverables including certificate holder lists and manuscript certificates; manage the bind process and premium financing; create and maintain account files with policy documents and agreements; input client subjectivities into EPIC; complete invoices and distribute renewal outputs; monitor policy expiration dates and fees; handle ad hoc requests for certificates and endorsements; set up new clients in the system; follow up with clients for payment and resolve accounting issues.
Seniority
Mid-level individual contributor