CAC Group · 13 hours ago
Account Manager, Workers Compensation
Scottsdale, AZ
Full-time
Onsite
Entry, Mid Level
2+ years expCAC Group is seeking an Account Manager for Workers Compensation to assist with the servicing of new and renewal business. The role involves discussing renewal strategies, preparing renewal outputs, and ensuring client communication throughout the renewal process.
Insurance
Responsibilities
Discuss Renewal strategies with Producer, Marketing Strategy
Prepare for Renewal Outputs
Obtain Renewal Specs from client 120 days prior to renewal (payroll, employee counts, supplemental applications, etc.)
Obtain updated loss runs
Obtain current Experience Mod Worksheet
Review Certificate Holder list, send to Client
Review Ownership structure and update per Client information
Complete marketing submission (Acord applications, supplemental applications, loss runs, etc.)
Follow up with markets until quotes received
Creating Renewal documents 30 days prior to renewal
Confirm coverage is bound, send binder to client
Confirm payment options, complete invoicing, obtain premium financing quote if needed
Complete premium allocation spreadsheets for clients (by location, installment)
Assist client with claim filing procedures, online RMIS system access, Nurse Triage program access
Follow up with Carrier for Policy, QC policy data and send to Client
Monitor for Carrier completion of audits, obtain audit detail and determine if needs to be elevated to Producer for review/appeal
Obtain monthly loss runs, send to Client and Producer to review for adverse trends
Monitor Unit Stat dates, Request new Experience Mod Worksheets
Ad Hoc data entry in Epic
Participate in Claim Calls
Participate in Stewardship Meeting Calls
Update client information as needed, including new exposure requests, payroll changes, additions/deletions of locations and ownership changes
Communicate with Carriers on clients’ changes in business
Follow up with Carrier for any necessary endorsements to policy
Keep Clients updated on activity and status of resolving issues through consistent communication
Understand how client changes (ownership, acquisitions, divestitures, etc.) impact coverage and proactively be able to discuss with client
Handle Ad Hoc requests for Certificates of Insurance, endorsements
Monitor expiration dates of all policies
New Client Orientation
Set up Epic
Work with Producer to obtain copies of policies from Carriers
Request and review prior broker’s Schedule of Insurance, recreate from CAC
Request and review certificate copies and an Excel schedule, update as needed and import into eCerts
Qualification
Required
2-3 years of account management experience is required
Worker's Compensation experience is required
Insurance license required, or obtained within 60 days of hire
Excellent communication skills, both verbal and written
Strong customer service and interpersonal skills and ability to communicate with different types of customers
Strong organizational skills
Ability to critically analyze a task
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Time management and multi-tasking skills to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
Must be able to work in a team environment as well as independently with minimal direction
High level of professionalism and confidentiality
Preferred
Bachelor's Degree preferred
Company
CAC Group
CAC Group is a leading insurance broker that provides advisory and placement capabilities across a spectrum of insurance and capital markets.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase