CareerPlan

Commercial Lines Transportation Account Manager

16805 W Cleveland Ave - NEW BERLIN, WI, USFull-time2026-11-10 → 2026-11-12
On-site · United States

Core

Account Manager supporting the sales team in acquiring new clients and retaining existing ones within the commercial transportation insurance sector.

Role type

Senior Account Manager (Commercial Lines Insurance)

Builds

Client retention, account rounding, and renewal proposals for commercial transportation accounts

Domain

Insurance / Commercial Transportation

Required skills

Commercial transportation insurance industry experience, Active Property and Casualty License, Client service delivery, Renewal process management, Quote review and negotiation, Team coaching

Preferred skills

Applied Systems / EPIC experience, Associate Degree or higher

Technologies

Microsoft Word, Outlook, Excel, Applied Systems, EPIC

Responsibilities

Manage overall team operations and client coordination, Coach and assist Account Associates, Assist Producers with client service commitments, Ensure service standards and implement process improvements, Function as day-to-day customer contact for troubleshooting, Manage new business and renewal processes, Review quotes for accuracy and negotiate coverage/price, Complete renewal bind processes and documentation

Seniority

Senior, hands-on IC