Insurance Renewal & Marketing Associate

CAC Group; Birmingham (AL); In loco; USD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

CAC Group in Birmingham, AL is seeking an Associate Account Executive to support the team’s book of business and the marketing process for new and renewal business. You will coordinate renewal submissions, exposure analyses, loss information, and client communications for marketing materials.

Responsibilities include presenting quotes, reviewing documents for accuracy, maintaining client records in EPIC, and providing backup for certificates, Auto IDs, and invoicing as needed.

Competenze

• Bachelor’s degree required; in lieu of degree, relevant education and work experience may be substituted.
• 1+ year of relevant work experience required.
• State insurance license required; may be obtained in the first 60 days.
• Excellent verbal and written communication skills.
• Strong multi-tasking and time management abilities.
• Proficient in Microsoft Word, Excel and PowerPoint.
• Ability to handle multiple, complex tasks efficiently.
• Ability to work in a fast-paced environment.
• High level of professionalism and confidentiality.

Mansioni

• Provide support to the team’s book of business and the marketing process for new and renewal business.
• Prepare renewal submissions, exposure analyses, and loss information.
• Analyze quotes for accuracy and prepare proposals for AE review.
• Submit sold business to insurance markets and oversee implementation.
• Review documents for accuracy and route corrections as needed.
• Maintain client records in EPIC and vendor software.
• Lead weekly internal team meetings to update accounts.
• Back up AM duties, including issuing certificates, Auto ID cards, and invoicing.

Conoscenze

Communication

Multi-tasking

Time management

Microsoft Office

Formazione

Bachelor’s degree

Insurance license

Strumenti

EPIC

PowerPoint

Excel

Word

Descrizione del lavoro

CAC Group in Birmingham, AL is seeking an Associate Account Executive to support the team’s book of business and the marketing process for new and renewal business. You will coordinate renewal submissions, exposure analyses, loss information, and client communications for marketing materials.

Responsibilities include presenting quotes, reviewing documents for accuracy, maintaining client records in EPIC, and providing backup for certificates, Auto IDs, and invoicing as needed.