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Commercial Insurance Account Manager – Transportation
Location
California + 2 moreAll locations: California | Utah | Washington
Posted
145 days ago
Salary
$70K - $100K / year
Seniority
Senior
Job Description
Commercial Insurance Account Manager – Transportation
Insurance Office of America
• 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. • 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. • Monitor and 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. • Demonstrate integrity and leadership.
Job Requirements
- 3+ years of account management experience
- 5+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing; professional designation (CIC 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)
Benefits
- 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
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