Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial lines business focused on trucking and transportation, ensuring account retention and new business support. Coordinate administrative and customer service activities, resolve complex issues, and maintain data accuracy.

Responsibilities

• Manage assigned book of business, ensuring account retention and supporting new business
• Coordinate day-to-day administrative and customer service activities
• Resolve complex issues and ensure no errors or omissions
• 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
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy

Requirements

• Active P&C license
• Experience with commercial trucking or transportation accounts
• 3+ years of account management experience or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of account management experience, or 5+ years in the insurance industry

Nice to Have

• Epic experience
• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits