Account Manager, Natural Resources- CAC

Duties & Responsibilities:

• 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

Qualifications:

• 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

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