Commercial Insurance Account Manager - Trucking

About the role

Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.

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 reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• 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.
• Champion IOA Values: 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.
• 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).

Qualifications

Required active property & casualty licensing; professional designation (TRS, TRIP or equivalent) preferred.

Skills

Competencies that are valued in this role include:

• Technical competence and industry expertise.
• Team leadership and direct daily activities of the account management team.
• Customer service and handling customer service requests, policy administration, billing, claims, and coverage analysis.
• Policy management and managing policy expirations and renewals.
• Renewal process and conducting client research, preparing submissions, negotiating coverages, and presenting proposals.
• Accounts receivable and monitoring reports, taking action on delinquent accounts, and collecting outstanding balances.
• System maintenance and maintaining agency management systems and carrier/vendor platforms.
• Activity monitoring and maintaining activity/suspense to ensure timely completion.
• Communication and maintaining frequent, transparent communication with the account team regarding workload status and any issues.
• Service excellence and delivering excellent service, proactively anticipating needs, and responding quickly to service requests.
• Policy compliance and staying updated on company policies and procedures.
• Continuous improvement and seeking and adopting best practices to improve individual and team performance.
• Championing IOA Values and demonstrating integrity and leadership.

Benefits

What We Offer:

• 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.
• A respectful culture and work/family life balance.
• A supportive team and a rewarding work environment.

Pay

The expected pay range for this position is $70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.

Schedule

Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours.