Senior Account Manager, Natural Resources

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Department:

Insurance

Job Summary

Description

Job Summary: Assist the Account Executive Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal. Manage administrative functions for assigned team.

Duties & Responsibilities:

Discuss renewal strategy meeting with A/E both internally and with client
Prepare for renewal outputs:
- Review certificate holder list and provide to client
- Create and maintain master certificate templates
- Issue and distribute renewal certificates
- Issue Auto ID cards for clients at renewal and as needed.
- Develop premium allocation schedules by line of business
Work with placement team to create presentations for the insured including but not limited to proposal
Send placement documents (binders policies posting notices etc.) to clients including managing subjectivities and ensure that the transmittal documents are maintained in compliance with established standards.
Manage the processing of premium payments:
- Determine if Premium Financing is needed and obtain quotes
- Receivables - process and deliver invoices to client including checking receivables amounts for accuracy
- Payables - collect and review for accuracy carrier invoices
- Work with CAC accounting financing and surplus lines teams to ensure both receivables and payables are closed out in a timely manner.
- Complete any necessary forms for surplus lines tax filings
Manage the processing of checking policies:
- Follow up with carriers for timely issuance of the policy
- Ensure policies are filed in compliance with established standards (ie Agency Management System / Platform etc)
- Send policies to Resource Pro for policy checking along with necessary source documents
- Work with account team to reconcile any deficiencies noted on policy check report
- Send policies to clients including reporting of any necessary corrective endorsements
- Manage collection and transmittal of any necessary correcting endorsements
Responsible for maintaining client file in the Agency Management System and shared drive in compliance with established standards including filing of key documents (i.e policies endorsements invoices Autos ID Cards Certificates Audits etc.)
Monitor expiration dates of all policies
Handle ad hoc requests for certificates auto id cards endorsements
New clients:
- Set up in Agency Management System (EPIC or other similar system)
- Work with Brokers to obtain copies of policies from carriers
- Request and review prior brokers Schedule of Insurance recreate for CAC
- Request and review certificate copies and an excel schedule update as needed and import into CACs certificate management system.
- Request review and recreate for CAC the Auto ID Cards
- Develop and maintain account handling instructions
Other duties as assigned

Qualifications

Bachelors degree preferred
7 -10 plus years of relevant work experience required
State specific license is required
Ability to work in a fast-paced environment with 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 and attention to detail and time management skills
Proficient in Microsoft Office products to include Word Excel & PowerPoint
Preferred proficiency in ECerts and EPIC or other equivalent Agency Management System

CACH LLC and its employing subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race color religion age sex national origin disability status genetics protected veteran status sexual orientation gender identity or expression or any other characteristic protected by federal state or local laws.

Required Experience:

Manager

DescriptionJob Summary: Assist the Account Executive Broker and Producer with marketing and servicing of new and renewal business. Coordinate with production team and insurance carriers to facilitate a successful client renewal. Manage administrative functions for assigned team.Duties & Responsibili...

Description

Duties & Responsibilities:

Discuss renewal strategy meeting with A/E both internally and with client
Prepare for renewal outputs:
- Review certificate holder list and provide to client
- Create and maintain master certificate templates
- Issue and distribute renewal certificates
- Issue Auto ID cards for clients at renewal and as needed.
- Develop premium allocation schedules by line of business
Work with placement team to create presentations for the insured including but not limited to proposal
Send placement documents (binders policies posting notices etc.) to clients including managing subjectivities and ensure that the transmittal documents are maintained in compliance with established standards.
Manage the processing of premium payments:
- Determine if Premium Financing is needed and obtain quotes
- Receivables - process and deliver invoices to client including checking receivables amounts for accuracy
- Payables - collect and review for accuracy carrier invoices
- Work with CAC accounting financing and surplus lines teams to ensure both receivables and payables are closed out in a timely manner.
- Complete any necessary forms for surplus lines tax filings
Manage the processing of checking policies:
- Follow up with carriers for timely issuance of the policy
- Ensure policies are filed in compliance with established standards (ie Agency Management System / Platform etc)
- Send policies to Resource Pro for policy checking along with necessary source documents
- Work with account team to reconcile any deficiencies noted on policy check report
- Send policies to clients including reporting of any necessary corrective endorsements
- Manage collection and transmittal of any necessary correcting endorsements
Responsible for maintaining client file in the Agency Management System and shared drive in compliance with established standards including filing of key documents (i.e policies endorsements invoices Autos ID Cards Certificates Audits etc.)
Monitor expiration dates of all policies
Handle ad hoc requests for certificates auto id cards endorsements
New clients:
- Set up in Agency Management System (EPIC or other similar system)
- Work with Brokers to obtain copies of policies from carriers
- Request and review prior brokers Schedule of Insurance recreate for CAC
- Request and review certificate copies and an excel schedule update as needed and import into CACs certificate management system.
- Request review and recreate for CAC the Auto ID Cards
- Develop and maintain account handling instructions
Other duties as assigned

Qualifications

Bachelors degree preferred
7 -10 plus years of relevant work experience required
State specific license is required
Ability to work in a fast-paced environment with 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 and attention to detail and time management skills
Proficient in Microsoft Office products to include Word Excel & PowerPoint
Preferred proficiency in ECerts and EPIC or other equivalent Agency Management System