Senior Account Manager- Commercial Insurance (Transportation)

About the Role

The day-to-day responsibilities of this role are diverse and challenging, requiring the ability to multitask, prioritize, and maintain a high level of organization. The Senior Account Manager will work closely with the account management team, providing guidance, support, and expertise to ensure that all customer service requests are handled efficiently and effectively. Additionally, this role involves staying up-to-date with industry trends, regulatory changes, and market developments, applying this knowledge to continuously improve the customer experience and drive business growth.

The ideal candidate will have a deep understanding of the commercial insurance landscape, particularly in the transportation sector, and will be well-versed in the intricacies of policy administration, billing, claims, and coverage analysis. They will be a natural leader, able to direct the daily activities and workflow of the account management team, while also being an approachable and supportive colleague.

What You Will Do

• Manage an assigned book of business, with a focus on transportation accounts, to achieve high levels of customer satisfaction and retention.
• Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
• Serve as a subject matter expert for the account management team, providing guidance, support, and expertise on commercial insurance matters.
• Maintain a high degree of technical competence and industry expertise, staying updated on regulatory changes, market developments, and best practices.
• Direct the daily activities and workflow of the account management team, ensuring that all tasks are completed efficiently and effectively.
• Handle customer service requests, policy administration, billing, claims, and coverage analysis in a professional and courteous manner.
• Conduct client research, prepare submissions, negotiate coverages, and present proposals to clients and prospects.
• Monitor and maintain activity/suspense to ensure timely completion of tasks and projects.
• Maintain frequent, transparent communication with the account team regarding workload status and any issues that may arise.
• Deliver excellent service, proactively anticipating needs, and responding quickly to service requests.
• Stay updated on company policies and procedures, ensuring compliance and adherence to regulatory requirements.
• Seek and adopt best practices to improve individual and team performance, contributing to the continuous improvement of the organization.

What We Are Looking For

• 5+ years of account management experience in the insurance industry, with a focus on commercial insurance and transportation accounts.
• Thorough knowledge of insurance brokerage and client needs, with a proven track record of customer service excellence.
• Required active licensing; professional designation (CIC or equivalent) preferred.
• Strong analytical, problem-solving, and decision-making skills, with the ability to think critically and outside the box.
• Exceptional customer service, communication, multitasking, and organizational skills, with a strong attention to detail.
• Proficiency in MS Office (Outlook, Word, Excel), with the ability to learn and adapt to new systems and technologies.
• High School Diploma (or equivalent), with a bachelor's degree in a related field preferred.
• Proven leadership and team management skills, with the ability to motivate and inspire colleagues.
• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner.

Nice to Have

• Previous experience working in a remote or hybrid environment, with a proven ability to work independently and as part of a team.
• Knowledge of agency management systems and carrier/vendor platforms, with the ability to learn and adapt to new systems and technologies.
• Experience with data analysis and reporting, with the ability to interpret and present complex data insights.
• Certification in a related field, such as insurance, business, or a related discipline.
• Bilingual or multilingual skills, with the ability to communicate effectively with clients and colleagues from diverse backgrounds.

Benefits and Perks

• Competitive salary and bonus potential, with a comprehensive benefits package.
• Company-paid health insurance, with options for dental, vision, and life insurance.
• Paid holidays, vacations, and sick time, with a flexible work arrangement that allows for work-life balance.
• 401K with employer match, with a generous retirement savings plan.
• Professional growth and career progression opportunities, with access to training, development, and mentorship programs.
• Respectful culture and work/family life balance, with a supportive and inclusive work environment.
• Community service commitment, with opportunities to give back to the community and make a positive impact.
• Supportive teammates and a rewarding work environment, with a culture that values collaboration, innovation, and excellence.

Working Remotely

• Highlight your technical expertise: Emphasize your knowledge of commercial insurance, particularly in the transportation sector, and showcase your proficiency in tools like Excel.
• Showcase your leadership skills: Demonstrate your ability to lead and motivate a team, and highlight your experience in managing complex projects and initiatives.
• Demonstrate exceptional customer service skills: Share examples of times when you have gone above and beyond to deliver excellent customer service, and highlight your ability to communicate effectively with clients and colleagues.
• Be prepared to talk about your experience working remotely: Share your experience working in a remote or hybrid environment, and highlight your ability to work independently and as part of a team.
• Research the company culture: Learn about Insurance Office of America's values, mission, and culture, and be prepared to talk about how you align with these principles.
• Prepare to ask insightful questions: Come prepared with thoughtful questions to ask the interviewer, such as 'What are the biggest challenges facing the team right now?' or 'Can you tell me more about the company culture and values?'
• Make sure your resume and online profiles are up-to-date: Ensure that your resume, LinkedIn profile, and other online presence are professional, complete, and consistent with the job requirements and company culture.