Sr. Account Manager, Workers Compensation
Job Details

Job Summary: Assist the Workers Compensation Producer with servicing of new and renewal business. Maintain accurate documentation of any client business changes. Build strong client relationships to maintain retention of existing and new clients. Collaborate with various internal departments and maintain direct communication with clients. Ensure all needs are understood and executed and resolve client complaints in a timely manner. Oversee processes/data that pertain to the clients insurance program. Collect essential information and coordinate with Producer and Carriers to facilitate a successful renewal.


Duties & Responsibilities

  • Discuss Renewal strategies with Producer, Marketing Strategy
    • Renewal process starts 120 days prior to renewal date
  • 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 brokers Schedule of Insurance, recreate from CAC
    • Request and review certificate copies and an Excel schedule, update as needed and import into eCerts


  • Bachelors Degree preferred
  • 3-5 years experience preferred
  • 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

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.