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Junior Account Executive

3 months ago

Birmingham, Alabama, United States Cobbs Allen Full time
Job Details

Job Location
CAH Birmingham, AL - Birmingham, AL

Position Type
Full Time

Job Category
Insurance

Description

Job Summary: Entry level position to assist in the support of the team's book of business including the marketing process for new and renewal business.
Duties & Responsibilities:
  • Participate in day to day operations of a service team and the assigned book of business
  • Prepare exposure analysis/renewal workbooks and work with client/producer to obtain information from the client
  • Analyze renewal quotes for accuracy and prepare proposal/presentation documents for Account Executive review
  • Review documents issued by insurance company for accuracy
  • Maintain client records within EPIC and various vendor software, as appropriate
  • Day-to-day operations may include, but not limited to: process policies, certificates, change requests, ID cards, endorsements, cancellations, audits and invoicing as required
  • Train with AE/AM on best practices and audits
  • Attend carrier meetings, to occasionally include afterhours events
  • Over time, learning client accounts and how to manage
  • Other duties as assigned
Qualifications
  • Bachelor's degree required; in lieu of degree can substitute relevant education and work experience
  • Proficient in Microsoft office products
  • Alabama Property and Casualty Agent's license required; may be obtained in first 60 days of employment
  • Ability to prioritize multiple tasks in a fast-paced environment
  • Strong communication skills, both verbal and written required
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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