Account Manager, Natural Resources

Role Overview

• Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business.
• Coordinate with production team and insurance carriers to facilitate a successful client renewal.
• Discuss renewal strategy with Account Executive both internally and with clients.
• Responsible for all account service functions from the start of the renewal process including, but not limited to: Obtaining necessary renewal materials including any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.).
• Work with the clients on completion and return of submission materials according to pre-agreed timelines.
• Coordinate the client submission materials for distribution to insurance carriers / underwriters.
• Provide support in obtaining insurance carrier quotes and binders, subjectivities and reviewing for accuracy.
• Assistance with paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs).
• Assist in the creation of client presentations, proposals and renewal summaries.
• Prepare for renewal outputs: Review certificate holder list and provide to client for validation.
• Confirm any manuscript certificates needed.
• Understand Auto ID Cards distribution process for clients.
• Determine Work Comp Posting needs and how to distribute.
• Send quotes to client and obtain bind order as needed.
• Determine if Premium Financing is needed and obtain quotes.
• Create Policy file in shared drive once binders come in.
• Send binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collection.
• Manage billing process.
• Follow up with carriers for policies and ensure accuracy.
• Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection.
• 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.
• Manage ad hoc requests for certificates, auto id cards, endorsements.
• New clients set up in EPIC.
• Work with Brokers to obtain copies of policies from carriers.
• Request and review prior brokers Schedule of Insurance, recreate from CAC.
• 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 with claims associates.
• Ensure accounting /payment of premium is timely.

Requirements

• Bachelor’s degree preferred
• 3-5 years of relevant work experience 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
• Industry Designation/Certifications (CPCU, CISR, CIC, AINS, etc.) a plus

Benefits

• Health insurance
• 401(k) matching
• Remote work options