Account Coordinator, Senior Living- CAC

Duties & Responsibilities

• Aid Brokers, Producers, and Account Executives in handling of day-to-day client servicing & inquiries
• Maintain record of expiration dates on assigned accounts and coordinate with the CAC client team on new/renewal handling
• Responsible for all account service functions from the start of the renewal process including, but not limited to: obtaining necessary renewal materials from incumbent / new insurance carriers, forwarding submission materials to the client, managing renewal deadlines, following-up for submission materials, coordinating client submission materials for distribution to insurance carriers / underwriters, scheduling group and individual meetings between the client and insurers, providing support to obtain insurance carrier quotes and binders, reviewing insurance carrier quotes and binders for accuracy, assisting in obtaining surplus lines due diligence and paperwork, working with team assistant to ensure correct policy information is included in team account list, assisting in creating client presentations, proposals, and renewal summaries, assisting in binding insurance programs by sending bind orders to each market, ensuring confirmation of binding from the carriers, assisting with premium finance agreements, assisting with premium allocations, ensuring excess markets receive all underlying binders (quotes), following up on policy issuance with each carrier included on the client’s insurance program, assisting with policy reviews by conducting initial policy review, forwarding all policies to client upon completion of review process, establishing and maintaining a good business relationship with clients, insurance carriers, and CAC Specialty colleagues
• Aid CAC client team with any special projects

Qualifications

• Bachelor’s degree required
• 0-3 years of relevant work experience
• State specific license is required; can be obtained within 60 days of employment
• Ability to work in a fast-paced environment
• High level of professionalism and confidentiality
• Strong verbal and written communication skills
• Attention to detail & time management skills
• Proficient in Microsoft Office products to include Word, Excel & PowerPoint
• Salesforce & EPIC experience preferred