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.
- Required active property & casualty licensing; professional designation (TRS, TRIP or equivalent) preferred.
- 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
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
Benefits
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.
Pay
$70,000.00 to $90,000.00 per year, depending on experience, relevant skills, and geographic location.