Commercial Insurance Account Manager - Transportation / Trucking

About This Role

This account management role focuses on commercial transportation and trucking insurance. It involves managing an assigned book of business, aiming to retain accounts and support new business initiatives. The position coordinates daily administrative and customer service activities, addresses complex issues, and ensures accuracy in all operations.

Responsibilities

• Maintain technical competence and industry expertise
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, prepare submissions, negotiate coverages, and present proposals
• Monitor accounts receivable reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active P&C license
• Commercial transportation/trucking experience
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Nice to have:

• Professional designation (CIC or equivalent)

Benefits

• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

Important Details

• Work format: Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity; remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours