Enhance client experiences as an Insurance Account Manager specializing in transportation accounts. Deliver personalized insurance advice and manage client relationships in a supportive brokerage team.
As a vital member of the team, you will provide tailored insurance solutions for commercial clients, facilitating their needs with expert guidance on policy renewals and changes. Thorough attention to detail and exceptional communication skills will be vital in maintaining high client satisfaction and organized records.
Key Responsibilities:
• Manage client inquiries via phone, email, and in person
• Offer recommendations on insurance coverage and renewals
• Update and maintain client records within systems
• Prepare necessary policy documentation for insurers
• Monitor claims activities with adjusters when necessary
Requirements:
• Active Level 1 or 2 Insurance License required
• 3-4 years experience in commercial lines and transportation
• Strong commun...