Account Manager, Natural Resources
Core
Support Account Executives in marketing, servicing, and renewing insurance business for clients across natural resources and other sectors.
Role type
Account Manager (Insurance Brokerage)
Builds
Insurance policies, renewals, and client service workflows
Domain
Insurance brokerage / Capital markets
Deliverable
client delivery
Required skills
Insurance renewal strategy, carrier quote coordination, policy administration, billing management, data entry, document management, client communication
Preferred skills
eCerts & EPIC system proficiency, CPCU/CISR/CIC/AINS certifications, Microsoft Office proficiency
Technologies
EPIC, eCerts, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Coordinate renewal strategies with Account Executives and clients; Obtain and review renewal materials (financial statements, org charts); Coordinate submission of materials to insurance carriers; Assist in obtaining quotes, binders, and subjectivities; Manage billing processes and premium payments; Maintain shared drives of policies, certificates, and endorsements; Monitor policy expiration dates; Set up new clients in EPIC; Recreate and update schedules of insurance from prior brokers.
Seniority
Mid-level (3-5 years experience)