Associate Account Executive, Senior Living- CAC
Core
Managing renewals, new business preparation, and ongoing service for middle market insurance accounts, coordinating with underwriters and carriers to secure coverage and resolve client issues.
Role type
Associate Account Executive (Insurance Brokerage)
Builds
Insurance policies and coverage solutions for middle market clients
Domain
Insurance brokerage / Middle market
Deliverable
client delivery
Required skills
Renewal process management, account service coordination, proposal creation, premium financing coordination, policy binding, client relationship management, data compilation for underwriting, junior staff supervision
Preferred skills
Independent decision-making, proactive task management, Microsoft Office proficiency
Technologies
EPIC, Agency Management System
Responsibilities
Service all aspects of the renewal process including data compilation and strategy meetings; coordinate client submissions to underwriters; create client proposals with quote analysis; manage certificate renewals and endorsements; resolve client accounting issues; direct and review work of Junior Account Manager
Seniority
Mid-level, hands-on IC with supervision duties