Commercial Lines Transportation Account Manager

Responsibilities

• Manages a book of business generally more than $500k in revenue, depending on the complexity or number of accounts.
• Provides quality customer service to existing accounts with a goal of 95% retention or more.
• Collaborate with a team that includes Producers, Account Executives, Sr. Account Managers, and Associate Account Managers.
• Review policies and endorsements for accuracy prior to delivery to clients.
• Issue certificates of insurance and process policy changes in a timely manner.
• Identify opportunities to cross-sell additional lines of coverage and round out client accounts.
• Maintain compliance with carrier guidelines and agency procedures to minimize E&O exposure.
• Ensure accurate maintenance of client information in EPIC.
• Special projects and all other duties, as assigned.

Qualifications

• Determination – unsatisfied until we are the best.
• Ownership – Responsible to each other, our clients, and our goals.
• Teamwork – Together we attain greater success.
• Sincerity – Giving and receiving direct and caring communication

Cultural Expectations

Determination – unsatisfied until we are the best.
Ownership – Responsible to each other, our clients, and our goals.
Teamwork – Together we attain greater success.
Sincerity – Giving and receiving direct and caring communication

Benefits

• Medical, Dental, and Vision (PPO, HMO, and HSA)
• Comprehensive Wellness Program
• 401(k) Retirement Plan
• Life and Disability Plans
• Vacation, Holiday, Sick, and Personal Time Off
• Pet Insurance
• Bonus Program
• Comprehensive Onboarding Program
• Continuing Education / Personal Development Programs
• Flexible Work Arrangements
• Employee Engagement Events
• Dress for Your Day
• Dress-Code Service
• Awards