CAC Associate Account Executive, Property & Casualty-Middle Market
Core
Support the Property & Casualty-Middle Market team's book of business by managing marketing processes for new and renewal insurance business.
Role type
Associate Account Executive (Service/Marketing Support)
Builds
Insurance policies, renewal submissions, and client proposals for middle-market clients.
Domain
Insurance brokerage, Property & Casualty, Middle Market
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Understanding of insurance coverages, claims data analysis, proposal preparation, document review, client relationship management, Microsoft Office proficiency, state insurance licensing
Preferred skills
Multi-tasking, time management, fast-paced environment adaptability, internal team leadership, backup for Account Manager duties
Technologies
EPIC, vendor software, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Prepare renewal submissions including exposure analysis and loss information; analyze quotes for accuracy and prepare presentations for Account Executive review; submit sold business to insurance markets and oversee implementation; review issued documents for accuracy; maintain client records in EPIC; lead weekly internal team meetings; provide backup for Account Manager duties such as issuing certificates and invoicing.
Seniority
Junior, individual contributor