CAC Group

Manage the full insurance renewal process and day-to-day service for Middle Market and Complex accounts. Coordinate between clients, underwriters, and internal teams to ensure accurate policy issuance and coverage.

The Client Executive manages a book of business by setting human capital risk strategies and overseeing the day-to-day service needs of private equity firms and their portfolio companies. This includes managing benefit renewals, vendor sourcing, and project managing deliverables to exceed client expectations.

Support Account Executives and Brokers in the marketing and servicing of new and renewal insurance business. Manage the end-to-end renewal process, including gathering underwriting materials, coordinating with carriers, and maintaining client policy files.