Account Manager - Commercial Lines

About This Role

Manage an assigned book of commercial lines business, focusing on trucking and transportation accounts, to ensure account retention and support new business. This role involves coordinating administrative and customer service activities, resolving complex issues, and maintaining overall client satisfaction.

Responsibilities

• Maintain technical competence and industry expertise in insurance
• 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 for renewals
• Monitor 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

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Active P&C license
• Experience with commercial trucking or transportation accounts
• 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