Jr. Account Manager, Natural Resources
Job Details
CAC - Houston, TX - Houston, TX
Full Time
Insurance
  • Duties & Responsibilities: Assist the CAC client team with day-to-day client servicing and overall workflow processes including, but not limited to the following:
    • Maintain record of expiration dates on assigned accounts and coordinate with the team on new/renewal handling
    • Assist in the insurance renewal process starting with obtaining necessary renewal materials from the incumbent such as renewal applications, loss runs, and other pertinent information required for underwriting purposes.
    • Assist CAC client team in the creation of client presentations, proposals, and renewal summaries
    • Assist 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
    • Assist in managing the clients insurance program throughout the policy term, i.e., process endorsements, audits, ad hoc requests for certificates, and other relevant program information
    • Assist in preparing clients outline of insurance and update as needed
    • Track policy issuance and follow up where needed
    • Assist 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
  • Assist CAC client team with any special projects
  • Other duties as assigned which may include general administrative duties related to meeting coordination, events, etc.

Qualifications:

  • Bachelors 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
  • Team player mentality with a proven ability to work collaboratively
  • Excellent communication skills, both verbal and written
  • Self-starter with a positive attitude
  • Strong multitasking, attention to detail & time management skills
  • Proficient in Microsoft Office products; (Microsoft Excel, PowerPoint, Word, Publisher, Teams)
  • Professional in appearance and business conduct with strong customer service and confidentiality
  • eCerts and Epic or AMS experience preferred

About Us: Cobbs Allen is a national insurance and risk management firm headquartered in Birmingham, Alabama. With offices in Houston, Kansas City and New Orleans, we offer the best in traditional commercial insurance, surety services, employee benefits services, personal insurance services, and alternative risk financing services.   Cobbs Allen is an equal opportunity employer.  Follow news about the company @cobbsallen.com

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