CAC Account Coordinator, Property & Casualty-Middle Market
Core
Entry-level customer service role supporting the team's book of business, assisting with marketing for new and renewal insurance business, and providing daily customer service to maintain and promote growth.
Role type
Entry-level insurance account coordinator
Builds
Insurance policies, certificates, and client service solutions for middle-market property & casualty clients
Domain
Insurance (Property & Casualty - Middle Market)
Deliverable
client delivery
Required skills
Data analysis, document review, policy processing, client record management, proposal preparation, carrier communication
Preferred skills
Insurance industry experience, state insurance license
Technologies
EPIC, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Maintain client records in EPIC and third-party software, prepare exposure analysis and renewal workbooks, analyze renewal quotes for accuracy, process policies and endorsements, request loss runs and claims analysis, interact with carriers and underwriters, train with Account Executives on best practices
Seniority
Entry-level, hands-on IC