Account Manager, Natural Resources

Job DetailsJob Location: CAC GA Atlanta Office - Atlanta, GA 30326Position Type: Full TimeJob Category: InsuranceJob 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:  


Bachelor’s 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 


 

  

 

 

 

 

 

 

 

About Us:  CAC Specialty is a leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. As an employee-owned company, we house top industry talent dedicated to meeting our clients’ comprehensive risk management needs. 

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.

 

 Qualifications