CAC Senior Account Manager, Property & Casualty-Middle Market
Core
Manage day-to-day operations of an assigned book of business, process insurance policies and certificates, and provide customer service to clients in the property & casualty middle market.
Role type
Senior Account Manager (Insurance Brokerage)
Builds
Insurance policies, certificates, and client service solutions
Domain
Insurance brokerage, Property & Casualty, Middle Market
Deliverable
client delivery
Required skills
Insurance underwriting knowledge, policy processing, contract review, carrier/underwriter interaction, client relationship management, documentation accuracy verification
Preferred skills
Bachelor's degree, state insurance license, Microsoft Office proficiency
Technologies
Epic, CSR24
Responsibilities
Process policies, certificates, change requests, endorsements, cancellations, audits, and invoicing; Analyze contractual insurance requirements and client needs; Interact with carriers and underwriters to provide data for decision making; Maintain client records in CRM systems; Review documents issued by insurance companies for accuracy.