Account Manager, Natural Resources
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Job Description
Account Manager assisting Account Executive with marketing and servicing of business renewals. Coordinating client submissions and managing all account service functions in insurance brokerage.
Responsibilities:
- 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
- Professional development opportunities
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