Account Manager

• Assist the Account Executive and Producers with marketing and servicing new and renewal business for the Select Client, Portfolio Solutions book
• Coordinate with the production team and insurance carriers to facilitate successful client renewals
• Discuss renewal strategy internally with the Account Executive
• Prepare renewal outputs, including certificate holder lists, manuscript certificates, auto ID card distribution, workers’ compensation posting needs, quotes, premium financing quotes, policy files, binders, invoices, and renewal communications
• Follow up with carriers and brokers regarding policies, endorsements, policy checking, and client delivery
• Maintain EPIC records, including policies, endorsements, invoices, auto ID cards, certificates, and audits
• Monitor policy expiration dates and handle audit reviews
• Handle ad hoc requests for certificates, auto ID cards, and endorsements
• Set up new clients in EPIC and obtain and review policies, schedules of insurance, certificates, and auto ID cards
• Develop and maintain account handling instructions and plan upcoming renewals
• Follow up with clients for payment and resolve accounting issues

Account Manager, Portfolio Solutions

Account Executive

• Manage a Power & Renewables team and the marketing and service processes within the practice
• Lead a service team with a defined book of business specializing in insurance placements for power and renewable energy clients
• Assist with renewal meetings and present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate in prospect presentation meetings as needed
• Prepare, send, and process complete renewal submissions for marketing
• Analyze quotes for accuracy and prepare spreadsheets of all quotes received
• Assist in data analysis to determine program structure options
• Create client presentations including quotes, spreadsheets, contract comparisons, and other internal marketing materials
• Submit sold business to the insurance market and oversee implementation
• Review insurance company documents for accuracy and submit incorrect documents for revision
• Assist in supervising support staff to manage workflow
• Perform other duties as assigned

CAC

Account Manager, Portfolio Solutions

Senior Account Executive, Natural Resources