Client Account Manager - Transportation

SummaryUnder the direction of the Director of Commercial Operations and Client Account Manager Team Lead provide superior service in expanding and maintaining the Commercial Lines Department client base, specifically transportation accounts; analyze and maintain an assigned book of business by corresponding with clients, determining their insurance needs, and implementing services to help the client maintain their insurance; assist with quoting, handling client requests by mail, phone, and email or in person from the policy holders, carrier representatives or others concerning their insurance needs; responsible for assisting in growth and retention goals as well as perpetuating service plans for designated clients.Essential Duties and ResponsibilitiesAssist Account Executive and/or Sales Consultant on new business and renewal business process including but not limited to analyzing coverage needs, sending submission, reviewing/negotiating quote, preparing proposals, finalizing marketing, and following up for final policiesLead day-to-day client and insurance carrier communications with clients in the transportation spaceManage endorsement request and audit procedures with the assistance of the Technical Account ManagerOversee billing process with both internal billing team, premium financing companies, and client Maintain accurate Agency Management System files for each clientPerform ad hoc assignments for clients such as bid spec/contract reviews, insurance coverage summaries, etc.Stay informed of industry trends, develop carrier relationships, and participate in ongoing professional development relevant to Commercial Lines InsuranceCertificates/Licenses/Education:Transportation/Trucking Commercial Lines Insurance Experience RequiredProperty & Casualty Insurance License RequiredBachelor's Degree PreferredRelevant Insurance/Risk Management Designations Preferred

Created: 2024-11-09