Senior Account Manager, Cyber

Job Summary: Partner with the PCS Account Executive and/or Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal.

Duties & Responsibilities:

• Discuss renewal strategy meeting with the PCS Account Executive for both internal and external clients
• Prepare for renewal outputs:
  • Review certificate holder list and provide to client
  • Confirm manuscript certificates needed
• Send quotes to client and obtain bind order as directed by a PCS Account Executive
• Determine if Premium Financing is needed and obtain quotes
• Create Policy file in shared drive
• Send binders to client, input into EPIC and send to CAC Binders for data collection
• Complete invoices and send to client
• Issue and distribute renewal outputs
• Follow up with carriers for policies
• Follow up with PCS Account Executives that the policies have been checked
• Send checked policies to client, place copies in EPIC/shared drive, and send to CAC Policies for data collection
• Follow up with carrier if any endorsements are needed
• Maintain shared drive of key documents (i.e. policies, endorsements, invoices, Certificates, submissions, etc.)
• Monitor expiration dates of all policies, including fees
• Handle ad hoc requests for certificates, endorsements, and other requests at the direction of a PCS Account Executive
• New clients
  • Set up in EPIC
  • Set up in the CAC shared drive
  • Work with a PCS Account Executive 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

• Bachelor’s degree preferred
• 5-7 years’ relevant work experience required
• State specific license required, or obtained within 60 days of hire
• 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 Microsoft Office products to include Word, Excel & PowerPoint
• Salesforce, eCerts & EPIC experience preferred

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.