Senior Account Manager, Natural Resources- CAC

CAC Group; Houston, Northern (TX, KY); On-site; USD 90,000 - 130,000; Full time

Job summary

CAC Group in Houston, TX, seeks a Senior Account Manager, Natural Resources (Oil & Gas) to support the Account Executive and Producer with marketing and servicing of new and renewal business.

You will coordinate with production teams, carriers, and CAC systems to handle renewals, certificates, endorsements, invoicing, and monthly reports; 7+ years in oil & gas insurance and a state license are required; hybrid work arrangement in Houston.

Qualifications

• Bachelor’s degree preferred; state license may be required.
• 7+ years of direct work experience in commercial oil & gas insurance.
• Strong verbal and written communication skills.
• Proven ability to train team members and manage duties with independence.

Responsibilities

• Discuss renewal strategy with Account Executive and client.
• Prepare renewal outputs and manage certificates, IDs and endorsements.
• Coordinate with brokers, carriers, and CAC systems (EPIC) for data collection.
• Monitor policy expirations and assist with invoicing and renewals.

Skills

Verbal & written communication

Train others

Attention to detail

Microsoft Office (Word, Excel, PowerPt

Salesforce

EPIC

eCerts

Education

Bachelor's degree

Tools

Salesforce

EPIC

eCerts

Microsoft Office

Job description

## Senior Account Manager, Natural Resources- CACApplyremote type: Hybridlocations: Houston, Texas, UStime type: Full timeposted on: Posted Yesterdayjob requisition id: JR109972CAC, 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