Senior Account Manager, Natural Resources- CAC

CAC, 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.

The Senior Account Manager, Natural Resources (Oil & Gas) will assist the Account Executive and Producer with marketing and servicing of new and renewal business. They also will help coordinate with production team and insurance carriers to facilitate a successful client renewal while also managing administrative functions for assigned team.

Duties & Responsibilities:

Discuss renewal strategy meeting with A/E for both internally and with client

Prepare for renewal outputs:

Review certificate holder list and provide to client

Confirm manuscript certificates needed

Understand Auto ID Cards distribution 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

Complete invoices and send to client

Issue and distribute renewal outputs

Follow up with carriers for policies and brokers to ensure policies to have been checked

Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection

Follow up with carrier if any endorsements are needed

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 and provide to team on a monthly basis

Suspend for Audits and review against binders/agreements

Handle 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

Plan out the next year for renewals

Follow up with client for payment

Resolve accounting issues

Handle expense reporting or other administrative functions as needed for senior members of team

Other duties as assigned

Qualifications:

Bachelor’s degree preferred

7 plus years of direct work experience with commercial oil & gas insurance required

State specific license is required

Ability to work in a fast-paced environment

High level of professionalism and confidentiality

Ability to train other team members in Duties & Responsibilities of Account Manager role

Manage assigned duties with independent decision making authority

Strong verbal and written communication skills

Attention to detail & time management skills

Proficient in Microsoft Office products to include Word, Excel & PowerPoint

Salesforce, eCerts & EPIC experience required

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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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