Associate Account Executive, CAC Group

About this role

Job Summary: Provide support to the team’s book of business including the marketing process for new and renewal business

Duties & Responsibilities:

- Strong understanding of all coverages serviced by the team
- Proactive and can separate and combine tasks into efficient workflow
- Help prepare team for renewal and new business meetings
- Participate in client and prospect meetings when necessary
- Understand client claims data
- Prepare renewal submissions for marketing; send and process complete renewal submissions – including exposure analysis, renewal workbooks, and loss information.
- Analyze all quotes for accuracy and prepare proposal/presentation for AE review.  Presentations could include quotes, spreadsheet, contract comparison, and other internal marketing materials
- Submit sold business to insurance market and oversee implementation process
- Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
- Participate in day-to-day operations of a service team and the assigned book of business
- Establish and maintain a good business relationship with clients, insurance carriers and colleagues
- Maintain client records within EPIC and various vendor software, as appropriate
- Other duties as assigned
- Train with AE on best practices
- Work with AM to prepare premium allocations
- Attend carrier meetings, to occasionally include afterhours events
- Ability to lead weekly, internal team meetings to provide updates on accounts during the marketing process
- Ability to provide backup for AM duties, including issuing certificates, Auto ID cards, and invoicing when necessary
- Other duties as assigned
- Qualifications:  Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience§  1+ year of relevant work experience required§  Appropriate state insurance license is required; may be obtained in first 60 days of employment
- Excellent communication ski...