Senior Account Manager, Natural Resources

The Baldwin Group

Senior Account Manager facilitating marketing and servicing of Oil & Gas insurance at The Baldwin Group. Collaborating with production teams to ensure successful client renewals and administrative management.

Posted 7/28/2026full-timeHouston • Texas • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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.

Highest-signal resume keywords

Commercial Oil & Gas Insurance ExperienceEPIC ExperienceSalesforce ProficiencyStrong Verbal And Written Communication SkillsAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Policy ManagementRenewal Strategy DevelopmentClient CommunicationInvoice ProcessingData CollectionCertificate ManagementWork Comp PostingPremium Financing AnalysisDocument OrganizationAudit Review

Soft Skills

Time ManagementProfessionalismConfidentialityTeam TrainingIndependent Decision Making

Tools & Technologies

Microsoft OfficeEPICSalesforceECerts

Certifications & Qualifications

State Specific License

Industry Keywords

Commercial InsuranceOil & Gas InsuranceClient RenewalCertificate Holder ListAuto ID CardsBind OrderSubjectivitiesExpiration MonitoringAccount Handling InstructionsExpense Reporting

About the role

Key responsibilities & impact

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 ID Cards 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 ID Cards, 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 id cards, 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 ID Cards
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

Requirements

What you’ll need

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 & PowerPoint
Salesforce, eCerts & EPIC experience required

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities