Account Manager, Applied Epic
Job Details
CAC Denver, CO - Denver, CO
Insurance
Duties & Responsibilities:

Job Summary: Assist the Account Executive, Broker and Producer with invoicing in EPIC and other administrative duties.

 

Duties & Responsibilities:

  • Prepare for renewal outputs:
    • Review certificate holder list and provide to client
    • Confirm manuscript certificates needed
  • Create Policy file in shared drive once binders come in
  • Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection
  • Complete invoices and send to client
  • Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
  • Monitor expiration dates of all policies, including fees
  • Suspend for Audits and review against binders/agreements
  • Handle ad hoc requests for certificates, auto id cards, endorsements
  • Support other Account Mangers with workflow where needed
  • New clients
    • Set up in EPIC
    • Work with Brokers to obtain copies of policies from carriers
    • Request and review prior brokers Schedule of Insurance, recreate from CAC
    • Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
  • Develop and maintain account handling instructions
  • Plan out the next year for renewals
  • Follow up with client for payment
  • Resolve accounting issues
  • Other duties as assigned

 

Qualifications
  • Bachelors degree preferred
  • Minimum of 5 years relevant work experience required
  • Ability to work in a fast-paced environment
  • High level of professionalism and confidentiality
  • Strong verbal and written communication skills
  • Attention to detail & time management skills
  • Proficient in EPIC and Microsoft Office products to include Word, Excel & PowerPoint
  • eCerts & EPIC experience required

 

Salary:  $65,000 - $90,000 depending on experience with bonus opportunity

CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

 

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