Account Manager, Commercial Risk - Middle Market - CAC

Duties & 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.
• Able 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.

Qualifications

• High School diploma is required; Bachelor’s degree preferred.
• Three to five years of experience with an in-depth understanding of insurance.
• Must have appropriate state insurance license.
• Strong Communication Skills, Both Verbal And Written Required.
• Agency Management System experience (Applied Epic preferred).