Account Executive, National Accounts

Job Summary: Manage the marketing & service processes within the National Accounts team.

Duties & Responsibilities:

Duties & Responsibilities:

• Lead a team of colleagues in providing coordinated brokerage and services to clients
• Establish, drive processes, and monitor critical timelines for annual insurance renewals of clients
• 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
• Identity and facilitate possible areas for expanded business with existing clients
• 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

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required
• 10  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
• Ability to travel to client and prospect meetings approximately 20% of time

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 @cacspecialty.com

Salary:  Up to $300,000 base salary depending on experience with bonus opportunity and competitive benefits package

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