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Associate Account Executive

Job Details

CAC New York, NY - New York, NY


Job Summary: Provide support to the teams book of business including the marketing process for new and renewal business and backup for Account Manager responsibilities


Duties & Responsibilities:

  • Service all aspects of the renewal process, new business preparation and ongoing needs for clients and prospects, along with Producers, Account Executives, Claims team and other team members
  • Strong understanding of all coverages serviced by the team
  • Proactive and can separate and combine tasks into efficient workflow
  • Help prepare team for renewal and new business meetings
  • Participate in client and prospect meetings when necessary
  • Understand corporate financials and claims data
  • Prepare renewal submissions for marketing; send and process complete renewal submissions
  • Analyze quotes for accuracy and prepare spreadsheet of all quotes received
  • Perform 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
  • Establish and maintain a good business relationship with clients, insurance carriers and colleagues
  • Oversee implementation of renewal programs and advise CAC team of any new carrier contacts (e.g. claims)
  • Other duties as assigned



  • Bachelors Degree required; substantial work experience may be considered in lieu of degree
  • State specific license is required
  • 1-3 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)
  • Professional in appearance and business conduct with strong customer service

Salary: Up to $125,000 depending on experience with bonus opportunity and competitive benefits package


CAC Specialty is a specialty insurance brokerage and investment banking platform focused on unique solutions for corporations and alternative fund managers. We have offices in Atlanta, Chattanooga, Chicago, Denver, Houston, New York and San Francisco. CAC Specialty is an equal opportunity employer. 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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