Account Manager, Natural Resources

CAC Group, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry’s best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry.

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.

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

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

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