Commercial Insurance Account Manager - Transportation

About the Role

We are seeking insurance professionals with 5 years of commercial insurance experience, an active P&C license, and commercial transportation/trucking experience for current and future opportunities within our Account Management career path based on experience and licensing. This role provides administrative, technical, and customer service support to the account team and assigned clients, ensuring accurate policy processing, supporting new and renewal business, and maintaining high service standards while minimizing risk exposure.

Responsibilities

• Client Service & Support: Deliver proactive, responsive service to clients and internal teams, communicate workload status, and resolve service requests efficiently.
• Policy Administration: Process endorsements, audits, cancellations, reinstatements, manage certificates, ID cards, binders, invoices, and support policy issuance and documentation accuracy.
• Business & Renewal Support: Assist or lead new and renewal business processes, prepare submissions and proposals, and gather underwriting information and documentation.
• Systems & Workflow Management: Maintain accurate client and policy data in systems, monitor activities, and ensure timely task completion.
• Billing & Compliance: Resolve billing discrepancies, support collections, ensure adherence to policies, and minimize errors and omissions exposure.

Level Differentiation

• Account Associate (AA) - Non-Exempt, Foundational: Executes transactional and administrative tasks, supports workflows under close supervision, assists with submissions and policy processing, focused on accuracy, timeliness, and task completion.
• Senior Account Associate (SAA) - Non-Exempt, Intermediate: Independently manages small or low-complexity accounts, tracks renewals, performs underwriting preparation and loss run analysis, evaluates and negotiates coverage/pricing, prepares proposals, and provides guidance to junior staff.
• Account Manager Associate (AMA) - Exempt, Advanced: Operates with minimal supervision, manages full customer service lifecycle, leads renewal strategy, performs in-depth coverage analysis, handles complex accounts and escalations, and demonstrates advanced technical expertise and leadership.

Qualifications

• 5 years of commercial insurance experience
• Active P&C license
• Commercial transportation/trucking experience

Skills

• Strong customer service and communication skills
• Attention to detail and organizational skills
• Ability to work independently and manage multiple tasks
• Proficiency in insurance systems and workflows

Benefits

• Competitive salaries and bonus potential
• 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

Pay

The expected pay range for this position is $70,000.00 - $90,000.00 annually, depending on role, experience, relevant skills, and geographic location.

Please note: Remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. Individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity.