Assistant Account Manager, Natural Resources- CAC

About the role

Assist the Account Manager, Account Executive, Broker, and Producer in the servicing and management of insurance coverages for a complex book of clients in the energy sector.

Responsibilities

• Maintain record of expiration dates on assigned accounts and coordinate with the team on new/renewal handling
• Aid in the insurance renewal process by obtaining necessary renewal materials from the incumbent such as renewal applications, loss runs, and other pertinent information required for underwriting purposes
• Aid the CAC client team in creating client presentations, proposals, and renewal summaries
• Aid in the insurance post-renewal process by tracking and reviewing binders of insurance, preparing, and issuing auto identification cards and certificates of insurance, handling the system billing and issuance of renewal invoices as well as coordinating premium financing (as needed)
• Manage and track all billing and accounting for both clients and carriers
• Track outstanding receivables and follow up with the client when necessary
• Aid in managing the client’s insurance program throughout the policy term, i.e., process endorsements, audits, ad hoc requests for certificates, and other relevant program information
• Track policy issuance and follow up where needed
• Aid in policy reviews by conducting the initial policy review. This review is not expected to be legal in nature, but fact checking the policy on items such as premium, client name and address, etc.
• Forward all policies to client upon completion of review process and receipt of accurate policies in the manner designated by the client (e.g., electronic, paper file, etc.)
• Work with the CAC client team in responding directly to clients and underwriters to address questions, issues, or concerns
• Maintain Epic file and shared drive of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
• Establish and maintain a good business relationship with clients, insurance carriers, and CAC Specialty colleagues
• Aid the CAC client team with any special projects

Qualifications

• Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
• State specific license is required; may be obtained in first 90 days of employment
• 2 years of relevant work experience preferred
• Ability to work in a fast-paced environment