Account Manager - Transportation
Core
Servicing commercial transportation insurance accounts, managing policies, endorsements, audits, and renewals for clients with $3.5M - $4M in account size.
Role type
Account Manager (Commercial Transportation Insurance)
Builds
Insurance policies and coverage solutions for commercial transportation clients
Domain
Insurance / Commercial Transportation
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial transportation insurance industry experience, P&C insurance licensing, policy processing, carrier communication, data entry, customer service, Microsoft Office proficiency
Preferred skills
Epic Agency Management system experience
Technologies
Epic Agency Management System, Microsoft Office (Word, Excel, Outlook), carrier web-sites
Responsibilities
Interact with clients to address servicing needs, process policies and endorsements, enter policy data into client management system, order loss runs, communicate with carriers for underwriting matters, prepare renewal rating quotes and proposals, process and issue binders, run MVRs and update driver lists
Seniority
Mid-level, hands-on IC