CAC Agency · 4 weeks ago
Account Manager, Property & Casualty
CAH AL Birmingham Office - Birmingham, AL 35223
Full-time
Onsite
Mid Level
3+ years expCAC Agency is a national independent agency focused on risk management, headquartered in Birmingham, AL. They are seeking an Account Manager to manage the day-to-day functions of an assigned book of business while providing exceptional customer service to clients.
B2BFinancial ServicesHuman ResourcesInsurance
Responsibilities
Participate in day-to-day operations of a service team and the assigned book of business
Handle insurance requirements on contract reviews
Interact with carriers, underwriters, and clients to provide data and information for decision making
Maintain client records within Epic, CSR24, and other 3rd party vendor software as appropriate, in accordance with standards
Ability to take on issues of medium complexity with growing responsibility over time, under supervisory direction
May be responsible for specific accounts within the team’s book of business
Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
Manages the ongoing service on an account
Will sometimes partner with the team and Producers to assist with marketing new and renewal business to grow the book of business/round out accounts
Other duties as assigned
Day to day operations may include but are not limited to:
Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing, reviewing accounting reports, incoming mail, premium allocations as required
Answers coverage questions and reviews policy forms
Analyze contractual insurance requirements and analyze client needs
Verifies documentation received from Jr. AE regarding new & renewal business
Qualification
Required
High School diploma is required
Three+ years of experience with an in-depth understanding of insurance
Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
Preferred
Bachelor's degree preferred
Company
CAC Agency
CAC Agency is a leading broker and advisor in property & casualty, personal lines, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Grantland Rice, III
CEO
Robert Plumb
Co-Founder Houston Office- Senior Vice President
Company data provided by crunchbase