Transportation Account Manager – Commercial Lines

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete lifecycle of commercial transportation accounts, which includes acquiring new business, managing renewals, endorsements, policy modifications, and ongoing account support.

• Collaborate with Producers on strategies for renewals and account management, client meetings, relationship enhancement, and adapting to changing transportation risks.

• Act as the primary contact for clients regarding coverage, policy details, billing inquiries, certificates, and account requirements.

• Manage transportation insurance programs encompassing commercial auto, motor truck cargo, general liability, physical damage, umbrella/excess liability, workers’ compensation, trailer interchange, and non-trucking liability.

• Prepare applications and submissions for new and renewal business, ensuring comprehensive underwriting information is included.

• Collect and maintain detailed information about drivers, vehicles, equipment, loss history, mileage, operating radius, commodities, and exposure details.

• Assess carrier proposals, quotes, endorsements, and policy documents to ensure accuracy and adequate coverage.

• Facilitate changes to drivers and vehicles, policy updates, endorsements, renewals, cancellations, premium audits, and other policy adjustments.

• Coordinate policy binding, manage billing inquiries, conduct premium audits, handle non-renewals, and oversee related account activities.

• Handle certificates of insurance, ensuring adherence to policy coverage and contractual obligations.

• Assist with transportation filings and necessary regulatory documentation.

• Compile loss information, request and review loss runs, and maintain precise client records.

• Communicate significant operational or exposure changes to Producers and carrier partners.

• Maintain well-organized electronic files in Applied Epic and other agency management platforms.

• Foster relationships with transportation underwriters and carrier partners to aid in placement and client retention.

• Monitor conditions in the transportation insurance market, including underwriting requirements, carrier appetites, and industry trends.

• Provide accurate, efficient, timely, and outstanding client service.

⛳️ Requirements

• An active Property & Casualty (P&C) insurance license is required.

• Bilingual proficiency in English and Spanish is preferred.

• A minimum of four years of experience in Commercial Lines insurance or account management is necessary.

• Previous experience in transportation, trucking, commercial auto, or fleet insurance accounts is strongly preferred.

• Strong understanding of Commercial Lines insurance products as well as transportation-specific coverages and risks.

• Familiarity with commercial auto, motor truck cargo, physical damage, general liability, umbrella/excess liability, workers’ compensation, and related insurance products is essential.

• Knowledge of transportation underwriting information, including driver schedules, vehicle schedules, loss history, operating radius, commodities transported, and fleet exposures, is crucial.

• Preference for familiarity with transportation insurance certificates, filings, and regulatory requirements.

• Experience with Applied Epic or a comparable agency management system is required.

• Proficiency in Microsoft Office 365, including Outlook, Word, Excel, and Teams.

• Excellent communication, relationship-building, and customer service abilities are essential.

• Strong organizational and time-management skills are necessary, with the ability to manage multiple accounts, priorities, and renewal timelines.

• High attention to detail and dedication to accuracy is a must.

• Ability to work independently while collaborating with Producers, underwriters, carrier partners, and internal teams.

• A professional, solutions-oriented approach with a commitment to delivering exceptional client experiences.

🏝️ Benefits

• Medical, dental, and vision insurance.

• 401(k) plan with company matching.

• Flexible Spending Account (FSA).

• Life insurance coverage.

• Short-term and long-term disability coverage.

• Options for accident and critical illness insurance.

• Generous Paid Time Off (PTO).