CAC Account Coordinator, Property & Casualty-Middle Market

About the role

This is an entry-level customer service position responsible for assisting staff and supporting the team's book of business. This includes the marketing process for new and renewal business, providing a high level of customer service on a daily basis, communication and problem solving, all in order to maintain and promote business growth.

Responsibilities

• Participate in day-to-day operations of a service team and the assigned book of business
• Partner with the team and Producers to assist with customer service needs to maintain and grow the book of business
• Interact with carriers, underwriters, and clients to provide data and information for decision making
• Attend carrier meetings, to occasionally include afterhours events
• Maintain client records within EPIC and other 3rd party vendor software as appropriate, in accordance with standards
• Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client
• Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
• Review documents issued by insurance company for accuracy
• Process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
• Request loss runs, claims analysis and other applicable needs to meet client, producer or carrier needs
• Train with AE/AM on best practices and audits
• Over time, learn client accounts and how to manage
• Other duties as assigned

Qualifications

• Bachelor's degree required; in lieu of degree can substitute relevant education and work experience
• Insurance industry experience is preferred
• 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