CAC Agency · 1 month ago
Account Executive, Property & Casualty
CAC AL Birmingham Office - Birmingham, AL 35223
Full-time
Onsite
Senior Level
5+ years expCAC Agency is seeking an Account Executive for their Property & Casualty service team. The role involves marketing new and renewal business, overseeing a team, and preparing presentations for clients and prospects.
B2BFinancial ServicesHuman ResourcesInsurance
Responsibilities
Prepare information for meetings to present results to established client and prospective client contacts
Oversee a team of employees handling a specific book of business
Prepare and participate in prospect and client presentation meetings
Ability to present at meetings and/or stewardship reviews to established clients and prospective clients
Prepare, review, and supervise submissions for marketing; send and process complete electronic submissions including loss data, contracts and supporting documents
Analyze carrier quotes for accuracy and prepare proposal/presentation documents of all quotes received
Perform data analysis to determine program structure options
Communicate with producer to determine appropriate insurance carrier recommendations, most competitive pricing, and products
Submit sold business to insurance market and oversee implementation process
Review documents issued by insurance company for accuracy
Understand complex financial analysis and claims data
Communicate with service team on new business opportunities
Initiate and conduct marketing strategy meetings with producers
Communicate with client service team on account expectations and track throughout the year
Work with Senior Account Executive to supervise support staff (AM, Account Coordinator) to help manage workflow
Obtain thorough hands-on experience the skills needed to manage a service team as an Account Executive
Other duties as assigned
Qualification
Required
Bachelor's degree required; in lieu of degree can substitute relevant education and work experience
Five + years of experience in Property & Casualty
Appropriate state insurance license is required; may be obtained in first 60 days of employment
Excellent communication skills, both verbal and written
Strong multi-tasking and time management skills
Proficient in Microsoft Office products (Word, Excel, PowerPoint)
Ability to efficiently handle multiple, simultaneous, and complex tasks and projects
Ability to work in a fast-paced environment
High level of professionalism and confidentiality
Company
CAC Agency
CAC Agency is a leading broker and advisor in property & casualty, personal lines, and employee benefits.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Grantland Rice, III
CEO
Robert Plumb
Co-Founder Houston Office- Senior Vice President
Company data provided by crunchbase