Account Manager, Commercial Risk - Middle Market - CAC
Core
Manage the day-to-day functions of an assigned book of business, handling insurance requirements on contract reviews and maintaining client records.
Role type
Account Manager, Commercial Risk - Middle Market
Builds
Insurance policies, certificates, endorsements, and client service for middle-market accounts
Domain
Insurance brokerage and capital markets
Deliverable
client delivery
Required skills
state insurance license, contract review, carrier/underwriter interaction, Epic system proficiency, policy form analysis, invoicing processing, audit management
Preferred skills
Bachelor's degree, agency management system experience
Technologies
Epic, CSR24
Responsibilities
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits, and invoicing; analyze contractual insurance requirements and client needs; verify documentation for new and renewal business; interact with carriers, underwriters, and clients for decision-making data
Seniority
Mid-level, individual contributor