Associate Account Executive, Financial Lines

Overview

The role will provide support to the team’s book of business, including the marketing process for new and renewal business and backup for Account Manager 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 able to separate and combine tasks into an efficient workflow.
• Help prepare the 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 a spreadsheet of all quotes received.
• Perform data analysis to determine program structure options.
• Create client presentations including quotes, spreadsheet, contract comparison and other internal marketing materials.
• Submit sold business to the insurance market and oversee the implementation process.
• Review documents issued by insurance companies for accuracy; submit incorrect documents for revision.
• Establish and maintain a good business relationship with clients, insurance carriers and colleagues.
• Perform other duties as assigned.

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

CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.