Account Manager, Natural Resources

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
• Cook with 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)
• Aid in the creation of client presentations, proposals and renewal summaries
• 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
• Aid in the creation of client presentations, proposals and renewal summaries
• Prepare for renewal outputs
• Assist in the creation of client presentations, proposals and renewal summaries
• 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
• Aid in the creation of client presentations, proposals and renewal summaries
• Create Policy file in shared drive once binders come in
• 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 quotes to client and obtain bind order as needed