Assistant Account Manager, Natural Resources- CAC
Core
Assist Account Managers and Brokers in servicing and managing complex insurance coverage for clients in the energy sector.
Role type
Assistant Account Manager (Insurance Brokerage)
Builds
Insurance policies, renewals, and risk solutions for energy sector clients
Domain
Insurance brokerage / Energy sector
Deliverable
client delivery
Required skills
Insurance policy administration, billing and accounting, client relationship management, document management, policy review (fact-checking), receivables tracking
Preferred skills
2 years of relevant work experience, ability to work in a fast-paced environment
Technologies
Epic file system
Responsibilities
Maintain records of expiration dates and coordinate renewals; Assist in obtaining renewal materials and preparing proposals; Manage billing, accounting, and receivables; Process endorsements, audits, and certificates of insurance; Conduct initial policy reviews for accuracy; Maintain client relationships and respond to client/underwriter inquiries; Manage document storage and distribution.
Seniority
Entry-level to Junior, individual contributor