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Account Executive, Special Situations

Job Details



Job Summary: Manage the non-financial lines work for the Special Situations Group (“SSG”), assist with client retention and look to expand new business with existing clients, assist with all SSG projects and deal requirements and manage the SSG Account Manager.

Duties & Responsibilities:

  • Build and maintain relationships with key SSG client contacts, and assist with overall client service.
  • Assist team with achieving new business and satisfaction/retention goals.  Seek new lines of coverage for current and new clients and act on cross-sell opportunities.
  • Manage the non-financial lines work on SSG deals by coordinating, communicating with and managing the appropriate brokers, coordinating communication with clients and ensuring the work is completed.
  • Organize and ensure client service agreements are completed and executed.
  • Coordinate new business calls and information requests.
  • Manage and organize SSG Requests for Proposals (RFPs).
  • Provide administrative support on other tasks as they arise, such as assigned special projects, development of new ideas/services and other projects, as requested.
  • Become proficient in the account management system and electronic data systems.
  • Supervise, mentor, train and coach the SSG Account Manager and assist in ensuring his/her maximum productivity.
  • Keep team informed on needed changes or updates.
  • Support account teams in creating presentations and other capabilities presentations.
  • Monitor expiration dates of all policies and ensure client and renewal deadlines are addressed and met.
  • Assist team with obtaining Premium Financing, when requested.
  • Other duties assigned


  • Bachelors Degree required; substantial work experience may be considered in lieu of degree
  • State specific license is required
  • 5+ years of Property & Casualty work experience required
  • Understanding and experience with all insurance lines preferred
  • 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

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.



About Us: 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. Follow news about the company


Salary:  Up to $200,000 base salary depending on experience with production incentive opportunity and competitive benefits package

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