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
#LI-AA1 #LI-Hybrid
