Account Manager, Natural Resources
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
Description
Job Summary: The Account Manager will assist the Account Executive Broker and Producer with marketing and servicing of new and renewal business. The Account Manager will coordinate with production team and insurance carriers to facilitate a successful client renewal.
Duties & Responsibilities:
- Work to plan and prepare the renewal strategy meeting with A/E for both internally and with
- Prepare the renewal process and generate key renewal deliverables:
- Review certificate holder list and provide to client
- Confirm manuscript certificates needed
- Understand Auto ID Cards distribution for clients
- Manage the renewal process with quotes distribution and managing the bind process
- Work with premium financing when applicable
- Create account file including all policy files and client agreements
- Manage client subjectivities input into EPIC and send to CAC Binders for data collection
- Service Specific Activities:
- Complete invoices and send to client
- Issue and distribute renewal outputs
- Follow up with carriers for policies
- Follow up with brokers that the policies 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
- Suspend for Audits and review against binders/agreements
- Handle ad hoc requests for certificates auto id cards endorsements
- Responsible for new client setup
- 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
- Lead renewal planning efforts
- Follow up with client for payment
- Resolve accounting issues
Qualifications:
- Bachelors degree preferred
- 3-5 years of relevant work experience required
- State specific license required or obtained within 60 days of hire
- Ability to work in a fast-paced environment
- High level of professionalism and confidentiality
- 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 preferred
CAH Holdings Inc. provides 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
Key Skills
- Employee Relations
- Succession Planning
- Employee Evaluation
- Human Resources Management
- Lean
- Lean Management
- Benefits Administration
- HRIS
- Payroll
- Employment & Labor Law
- Human Resources
- Manufacturing
