Senior Account Manager, Natural Resources

CAC Group•Boston, MA

3d•Onsite

About The Position

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.

Requirements

Bachelor’s degree preferred
7 -10 plus years of relevant work experience required
State specific license is required
Ability to work in a fast-paced environment with 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 and attention to detail and time management skills
Proficient in Microsoft Office products to include Word, Excel & PowerPoint

Nice To Haves

Preferred proficiency in ECerts and EPIC or other equivalent Agency Management System

Responsibilities

Discuss renewal strategy meeting with A/E both internally and with client
Prepare for renewal outputs: Review certificate holder list and provide to client
Create and maintain master certificate templates
Issue and distribute renewal certificates
Issue Auto ID cards for clients at renewal and as needed.
Develop premium allocation schedules by line of business
Work with placement team to create presentations for the insured, including but not limited to proposal
Send placement documents (binders, policies, posting notices etc.) to clients including managing subjectivities, and ensure that the transmittal documents are maintained in compliance with established standards.
Manage the processing of premium payments: Determine if Premium Financing is needed and obtain quotes
Receivables - process and deliver invoices to client including checking receivables amounts for accuracy
Payables - collect and review for accuracy carrier invoices
Work with CAC accounting, financing and surplus lines teams to ensure both receivables and payables are closed out in a timely manner.
Complete any necessary forms for surplus lines tax filings
Manage the processing of checking policies: Follow up with carriers for timely issuance of the policy
Ensure policies are filed in compliance with established standards (ie Agency Management System / Platform etc)
Send policies to Resource Pro for policy checking, along with necessary source documents
Work with account team to reconcile any deficiencies noted on policy check report
Send policies to clients including reporting of any necessary corrective endorsements
Manage collection and transmittal of any necessary correcting endorsements
Responsible for maintaining client file in the Agency Management System and shared drive in compliance with established standards including filing of key documents (i.e policies, endorsements, invoices, Autos ID Cards, Certificates, Audits etc.)
Monitor expiration dates of all policies
Handle ad hoc requests for certificates, auto id cards, endorsements
New clients: Set up in Agency Management System (EPIC or other similar system)
Work with Brokers to obtain copies of policies from carriers
Request and review prior brokers Schedule of Insurance, recreate for CAC
Request and review certificate copies and an excel schedule, update as needed and import into CAC’s certificate management system.
Request, review and recreate for CAC the Auto ID Cards
Develop and maintain account handling instructions
Other duties as assigned