Sr. Account Manager, Natural Resources

Job Summary: Assist the Account Executive, Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal. Manage 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
• 5 plus years of relevant work experience 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

About Us: CAC Specialty is a specialty insurance brokerage and investment banking platform focused on unique solutions for corporations and alternative fund managers. We have offices in Atlanta, Chattanooga, Chicago, Denver, Houston, New York and San Francisco. CAC Specialty is an equal opportunity employer. CAH Holdings, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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