Associate Account Executive, Financial Lines

CAC Group; Denver (CO); On-site; USD 54,000 - 80,000; Full time

Job summary

CAC Group is seeking a detail‑oriented Insurance Analyst to support the Financial Lines team with renewal and new business processes. You will collaborate with Producers, Account Executives, Claims, and clients to prepare submissions, analyze quotes, and create client presentations.

Ideal candidates have a Bachelor’s degree, a state license, 1–3 years of relevant experience, and strong communication and Microsoft Office skills.

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 1-3 years of relevant work experience required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
• Professional in appearance and business conduct with strong customer service

Responsibilities

• Provide support to the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
• Strong understanding of all coverages serviced by the team
• Proactive and can separate and combine tasks into efficient workflow
• Help prepare team for renewal and new business meetings
• Participate in client and prospect meetings when necessary
• Understand corporate financials and claims data
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Perform data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Other duties as assigned

Skills

Communication

Multitasking

Time management

Microsoft Office

Excel

Education

Bachelor’s Degree

Tools

Microsoft Word

Microsoft Office Suite

PowerPoint

Excel

Job description

Provide support to the Financial Lines team’s book of business including the marketing process for new and renewal business and backup for Account Manager responsibilities

Duties & Responsibilities:

• Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
• Strong understanding of all coverages serviced by the team
• Proactive and can separate and combine tasks into efficient workflow
• Help prepare team for renewal and new business meetings
• Participate in client and prospect meetings when necessary
• Understand corporate financials and claims data
• Prepare renewal submissions for marketing; send and process complete renewal submissions
• Analyze quotes for accuracy and prepare spreadsheet of all quotes received
• Perform data analysis to determine program structure options
• Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
• Submit sold business to insurance market and oversee implementation process
• Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues
• Other duties as assigned

Qualifications:

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 1-3 years of relevant work experience required
• Excellent communication skills, both verbal and written
• Strong multitasking & time management skills
• Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word)
• Professional in appearance and business conduct with strong customer service