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CAC Group

Account Executive

CAC Group, Birmingham, Alabama, United States, 35275

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Job Details Job Location : CAC AL Birmingham Office - Birmingham, AL 35223

Position Type : Full Time

Job Category : Insurance

Job Summary:

Responsible for marketing new and renewal business within a specific P&C service team.

Duties & Responsibilities:

Prepare information for meetings to present results to established client and prospective client contacts

Oversee a team of employees handling a specific book of business

Prepare and participate in prospect and client presentation meetings

Ability to present at meetings and/or stewardship reviews to established clients and prospective clients

Prepare, review, and supervise submissions for marketing; send and process complete electronic submissions including loss data, contracts and supporting documents

Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received

Perform data analysis to determine program structure options

Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products

Submit sold business to insurance market and oversee implementation process

Review documents issued by insurance company for accuracy.

Understand complex financial analysis and claims data

Communicate with service team on new business opportunities

Initiate and conduct marketing strategy meetings with producers

Communicate with client service team on account expectations and track throughout the year

Work with Senior Account Executive to supervise support staff (AM, Account Coordinator) to help manage workflow

Obtain thorough hands-on experience the skills needed to manage a service team as an Account Executive

Other duties as assigned

Qualifications

Bachelor’s degree required; in lieu of degree can substitute relevant education and work experience

Five + years of experience in Property & Casualty

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

CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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