Senior Account Manager, Natural Resources- CAC

Baldwin Group Colleague, Inc.; Houston (TX); On-site; USD 120,000 - 160,000; Full time

Job summary

CAC, part of The Baldwin Group, in Houston seeks a Senior Account Manager for Natural Resources (Oil & Gas) to assist the Account Executive with marketing and servicing of new and renewal business, and to coordinate with production teams and carriers.

This role will prepare renewal outputs, manage certificates and ID cards, input data into EPIC, and ensure timely invoicing and data collection. A state license is required and 7+ years in commercial oil & gas insurance are preferred.

Qualifications

• 7+ years direct experience with commercial oil & gas insurance.
• State license is required.
• Ability to train other team members in Duties & Responsibilities of Account Manager role.

Responsibilities

• Assist Account Executive and Producer with marketing and servicing of new and renewal business.
• Coordinate with production teams and insurance carriers to facilitate renewals.
• Prepare renewal outputs and maintain client documentation and schedules.
• Input data into EPIC and maintain policy files and hourton.

Skills

Oil & gas insurance

Communication

MS Office

Education

Bachelor's degree

Tools

Salesforce

EPIC

Excel

Job description

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 in
• Send 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 EPIC Work with Brokers to obtain copies of policies from carriers Request and review prior brokers Schedule of Insurance, recreate from CAC Request 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 preferred
• 7 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 & PowerPoint Salesforce, eCerts & EPIC experience required

#LI-AA1 #LI-Hybrid

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

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.

CAC Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.