Insurance Renewal & Prospect Specialist

Baldwin Group Colleague, Inc.; United States; Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

CAC Group in the United States seeks a Renewal Specialist to support the Financial Lines team’s book of business. You will assist with renewal processes, new business preparation, and back-up Account Manager duties, coordinating with Producers, Account Executives, Claims, and clients to ensure smooth workflow.

The ideal candidate has a Bachelor’s degree or equivalent experience, a state license, 1–3 years in a similar role, and strong communication skills.

Qualifikationen

• Bachelor’s degree required or substantial work experience considered in lieu of degree.
• Strong communication skills, both written and verbal.
• Proficiency with Microsoft Office applications (Excel, PowerPoint, Word).
• Ability to multitask and manage time effectively in a fast-paced environment.
• Professional in appearance and business conduct with solid customer service.

Aufgaben

• Process renewals and new business preparation for clients.
• Collaborate with Producers, Account Executives, Claims and team members.
• Prepare renewal submissions for marketing and analyze quotes.
• Maintain client relationships with carriers and colleagues.
• Review documents for accuracy and correct errors.

Kenntnisse

Communication skills

Multitasking

Time management

Customer service

Professional appearance

Ausbildung

Bachelor’s Degree

Tools

MS Office

Excel

PowerPoint

Word

Jobbeschreibung

CAC Group in the United States seeks a Renewal Specialist to support the Financial Lines team’s book of business. You will assist with renewal processes, new business preparation, and back-up Account Manager duties, coordinating with Producers, Account Executives, Claims, and clients to ensure smooth workflow.

The ideal candidate has a Bachelor’s degree or equivalent experience, a state license, 1–3 years in a similar role, and strong communication skills.