Senior Account Manager, Natural Resources

• Assist the Account Executive and Producer with marketing and servicing of new and renewal business
• Help coordinate with production team and insurance carriers to facilitate a successful client renewal while also managing administrative functions for assigned team
• 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  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 , 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 , endorsements
• Set up new clients 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
• 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

• 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 & Power Point
• Salesforce, eCerts & EPIC experience required

Demonstrates expertise in managing commercial oil & gas insurance accounts, including renewal strategies, client communication, and administrative functions. Proficient in utilizing EPIC and Salesforce for policy management and documentation.