Senior Account Manager, Natural Resources- CAC
Core
Senior Account Manager supporting Account Executives in marketing and servicing new and renewal commercial insurance business for the Oil & Gas sector.
Role type
Senior Account Manager (Commercial Insurance)
Builds
Insurance policies, certificates, and administrative documentation for Oil & Gas clients
Domain
Commercial Insurance / Oil & Gas
Required skills
Commercial insurance underwriting knowledge, policy administration, client relationship management, financial reporting, system administration
Preferred skills
Training team members, independent decision making, expense reporting
Technologies
EPIC, Salesforce, eCerts, Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Coordinate renewal strategies with Account Executives and clients; prepare and distribute renewal outputs including certificates and ID cards; send quotes and obtain bind orders; manage policy files and invoices in shared drives; monitor policy expiration dates and fees; handle ad hoc requests for endorsements and certificates; set up new clients in the system; resolve accounting issues and follow up on payments.
Seniority
Senior, hands-on IC