Senior Account Manager, Natural Resources- CAC

Senior Account Manager, Natural Resources (Oil & Gas)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 clientPrepare for renewal outputs: Review certificate holder list and provide to clientConfirm manuscript certificates neededUnderstand Auto ID Cards distribution for clientsDetermine Work Comp Posting needs and how to distributeSend quotes to client and obtain bind order as neededDetermine if Premium Financing is needed and obtain quotesCreate Policy file in shared drive once binders come inSend binders to client with list of subjectivities, input into EPIC and send to CAC Binders for data collectionComplete invoices and send to clientIssue and distribute renewal outputsFollow up with carriers for policies and brokers to ensure policies to have been checkedSend checked policies to client, place copies in EPIC and send to CAC Policies for data collectionFollow up with carrier if any endorsements are neededMaintain 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 basisSuspend for Audits and review against binders/agreementsHandle ad hoc requests for certificates, auto id cards, endorsementsNew clients: Set up in EPICWork with Brokers to obtain copies of policies from carriersRequest and review prior brokers Schedule of Insurance, recreate from CACRequest and review Certificate copies and an Excel schedule, update as needed and import into CAC systemRequest and review Auto ID CardsDevelop and maintain account handling instructionsPlan out the next year for renewalsFollow up with client for paymentResolve accounting issuesHandle expense reporting or other administrative functions as needed for senior members of teamOther duties as assignedQualifications:Bachelor's degree preferred7 plus years of direct work experience with commercial oil & gas insurance requiredState specific license is requiredAbility to work in a fast-paced environmentHigh level of professionalism and confidentialityAbility to train other team members in Duties & Responsibilities of Account Manager roleManage assigned duties with independent decision making authorityStrong verbal and written communication skillsAttention to detail & time management skillsProficient in Microsoft Office products to include Word, Excel & PowerPointSalesforce, eCerts & EPIC experience required