Account Manager, Natural Resources

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🕒 Maio 1

🍂 Massachusetts – Remoto

🍂 Massachusetts – Remote

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💰 Gerente de Contas

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $170.000.000 Post IPO debt em 2023-10

Finance • B2B

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• 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. • Discuss renewal strategy with Account Executive both internally and with clients. • Responsible for all account service functions from the start of the renewal process including, but not limited to: Obtaining necessary renewal materials including any applications and supplemental information required for underwriting purposes (e.g., audited financial statements, organizational charts, etc.). • Work with the clients on completion and return of submission materials according to pre-agreed timelines. • Coordinate the client submission materials for distribution to insurance carriers / underwriters. • Provide support in obtaining insurance carrier quotes and binders, subjectivities and reviewing for accuracy. • Assistance with paperwork needed for requisite filings such as surplus lines taxes (only applicable to non-admitted carriers included on client programs). • Assist in the creation of client presentations, proposals and renewal summaries. • Prepare for renewal outputs: Review certificate holder list and provide to client for validation. • Confirm any manuscript certificates needed. • Understand Auto ID Cards distribution process 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. • Manage billing process. • Follow up with carriers for policies and ensure accuracy. • Send checked policies to client, place copies in EPIC and send to CAC Policies for data collection. • 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. • Manage ad hoc requests for certificates, auto id cards, endorsements. • New clients 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 with claims associates. • Ensure accounting /payment of premium is timely.

🎯 Requisitos

• Bachelor’s degree preferred • 3-5 years of relevant work experience required • 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 • eCerts & EPIC experience preferred • Industry Designation/Certifications (CPCU, CISR, CIC, AINS, etc.) a plus

🏖️ Benefícios

• Health insurance • 401(k) matching • Remote work options