Account Manager, Natural Resources- CAC
cac groupHouston (TX)
Account Manager, Natural Resources- CAC
Posted yesterday
cac groupHouston (TX)
SENIORITY
Senior
About the role
Senior Account Manager, Natural Resources (Oil & Gas)CAC, part of The Baldwin Group, is a leading insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. Our team defines our success. We recruit and retain the industry's best talent with deep knowledge and experience in their respective segments, products, and industries. We root for each other, as we are all connected and aligned to serving clients in a better and smarter way. Find out more about career opportunities to work with the best team in the industry. 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 inSend 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 EPICWork with Brokers to obtain copies of policies from carriers
- Request and review prior brokers Schedule of Insurance, recreate from CACRequest 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 preferred7 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 & PowerPointSalesforce, eCerts & EPIC experience required
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.