CareerPlan

Account Manager, Insurance

Napa, CA, USRemoteFull-time$60k2026-10-14 → 2026-11-10
Hybrid

Core

Licensed account management and policy servicing for the Last Mile Delivery transportation insurance program.

Role type

Senior IC Account Manager (Commercial Insurance)

Builds

Renewal book of business and tailored insurance solutions for motor carriers

Domain

Insurance / Transportation / Last Mile Delivery

Required skills

Commercial insurance account management, Property & Casualty licensing, Policy lifecycle servicing, Relationship management, Communication, Microsoft Office proficiency

Preferred skills

Life & Health Insurance licensing

Technologies

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Responsibilities

Manage inbound/outbound calls regarding accounts and coverage, Process monthly renewals, Document communications and follow-ups, Support policy changes and billing inquiries, Meet quality assurance KPIs, Grow relationships with brokers and partners

Seniority

Mid-Senior, hands-on IC