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Account Executive, Senior Living

Job Details

CAC Phoenix, AZ - Scottsdale, AZ


Job Summary: Manage the marketing & service processes within a specific team.

Duties & Responsibilities:

  • Assist with renewal meetings to present results to established client contacts
  • Participate in client meetings and lead when necessary
  • Understand complex financial analysis and claims data
  • Participate as needed in Prospect presentation meetings
  • Prepare renewal submissions for marketing; send and process complete renewal submissions
  • Analyze quotes for accuracy and prepare spreadsheet of all quotes received
  • Assist in data analysis to determine program structure options
  • Create client presentation including quotes, spreadsheet, contract comparison and other internal marketing materials
  • Submit sold business to insurance market and oversee implementation process
  • Review documents issued by insurance company for accuracy. Submit incorrect documents to insurance companies for revision.
  • Assist in supervising support staff to help manage workflow
  • Other duties as assigned


  • Bachelors Degree required; substantial work experience may be considered in lieu of degree
  • State specific license is required
  • 5+ years of relevant work experience required
  • Excellent communication skills, both verbal and written
  • Strong multitasking & time management skills
  • Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher)
  • Professional in appearance and business conduct with strong customer service