Senior Talent Acquisition Specialist | Insurance | CAC Group
Description
Job Summary: Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team, accounting and insurance carriers to facilitate a successful client renewal.
Duties & Responsibilities
Initiate renewal strategy meeting with A/E for both internal ly and client meetings
Prepare draft renewal strategy document & engage team as needed
Identify renewal exposure needs and request from Client
Gather and format renewal exposure & , follow up on missing items and question exposures as needed
Create Draft Submission
Prepare for renewal outputs:
Request loss runs
Prepare loss summary
Request property replacement cost evaluations as needed
Request Modeling
Review certificate holder list and provide to client for review and feedback
Confirm manuscript certificates as needed
Understand Auto ID Cards distribution for clients
Determine Work Comp Posting needs and how to distribute
Assist broker reviewing quotes as needed
Send quotes to client and obtain bind order as needed
Determine if Premium Financing is needed and obtain quotes
Create & Organize Policy file in shared drive
Post renewal send binders to client, collect subjectivities, input renewal into EPIC utilizing all CAC processes and procedures
Create invoices and memo bills (when needed) send to client
Track incoming and carrier payments
Issue and distribute renewal outputs (ie: certificates, auto ID cards, scrubbed binder/policy as needed)
Complete Schedules of Insurance and/or Summaries of Insurance
Complete Mudmaps / Schematics
Create a Formal Proposal draft if multiple lines and different brokers are involved
Create Cost of Risk, include historical data up to 5 years
Follow up with carriers for policies
Follow up with brokers that policies have been checked
Send checked policies to Client, place copies in EPIC
Follow up with carrier if any endorsements are needed
Maintain shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
Monitor expiration dates of all policies, including fees
Maintain open items list by client and review with A/E monthly if not having regular calls/meetings with the client
Suspend for Audits and review against binders/agreements and maintain history of exposures
Handle ad hoc requests for certificates, auto id cards, endorsements
New clients
Create Draft BOR
Set up in EPIC
Set up in Certificate System
Work with Brokers to obtain copies of policies from carriers
Request and review prior brokers Schedule of Insurance, create from CAC, including Mudmap
Request and review Certificate copies and an Excel schedule, update as needed and import into CAC system
Request and review Auto ID Cards
Develop and maintain account handling instructions / best practices for each client
Plan out the next year for renewals
Follow up with client for payment
Market one off non-complicated policies
Monitor and resolve accounting issues
Train A/M’s to develop SR A/M level – on processes and systems
Qualifications
Bachelor’s degree preferred
5-7 years of commercial insurance required
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
eCerts & EPIC experience preferred
CAC Group 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 Group is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. The entity comprises CAC Specialty, an industry-leading specialty broker, CAC Agency, a P&C, personal lines and employee benefits broker, and CAC Capital, a structured solutions group that specializes in the convergence of insurance and capital markets. Collectively, CAC Group serves large corporations, small-to-medium enterprises as well as individuals. It is an employee-owned company and ranked in the top 40 of all U.S. brokerage firms. For more information, please visit us at
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Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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