Associate Account Executive, CAC Group
Core
Support the team's book of business including marketing processes for new and renewal insurance business.
Role type
Associate Account Executive (Insurance Marketing)
Builds
Renewal submissions, proposals, and sold business implementations for insurance clients.
Domain
Insurance / Risk Management
Required skills
Insurance coverage knowledge, claims data analysis, quote accuracy analysis, document review, client relationship management, record maintenance, Microsoft Office proficiency, multi-tasking, time management.
Preferred skills
State insurance licensing, ability to lead internal team meetings, backup administrative support.
Responsibilities
Prepare renewal submissions including exposure analysis and loss information; analyze quotes for accuracy and prepare proposals; submit sold business to insurance markets; review issued documents for accuracy; maintain client records in EPIC and vendor software; participate in client and prospect meetings; lead weekly internal team meetings; provide backup for Account Manager duties.
Seniority
Entry-level to Junior, hands-on IC