CareerPlan

Account Manager, Insurance

Napa, CA, USRemoteFull-time$60k–$70k2026-10-14 → 2026-11-11
Hybrid · United States

Core

Manage a renewal book of business for the Last Mile Delivery program, providing policy servicing and coverage guidance to insureds, agents, and motor carriers.

Role type

Licensed Account Manager (Commercial Insurance)

Builds

Tailored insurance solutions for the transportation industry

Domain

Insurance / Transportation / Last Mile Delivery

Required skills

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

Preferred skills

Life & Health Insurance licensing

Technologies

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Responsibilities

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

Seniority

Mid-level, hands-on IC