Commercial Lines Trucking/ Transportation Account Manager, in Trucking/ Transportation, needed for an Insurance Agency located in San Diego! REMOTE! - HOURS: Monday – Friday; 8 am – 5 pm - DURATION: Direct Hire - WORKPLACE: 100% Remote work offered. Must reside in California! . o If you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required. - PAY: $75,000 - $100,000 per year, depending on experience. o To qualify for $90 k - $100 k the qualified ...
Commercial Lines Trucking/Transportation Account Manager, in Trucking/Transportation, needed for an Insurance Agency located in San Diego! REMOTE!
• HOURS: Monday – Friday; 8 am – 5 pm
• DURATION: Direct Hire
• WORKPLACE: 100% Remote work offered. Must reside in California! .
o If you prefer to work in-office or a hybrid schedule, there is that option. In-office training may be required.
• PAY: $75,000 - $100,000 per year, depending on experience.
o To qualify for $90k - $100k the qualified candidate must have ten, plus, year recent experience working as an Account Manager, within Trucking/Transportation, offer good job stability and know EPIC (intermediate to advanced level).
• BENEFITS: This client offers a full comprehensive benefits package: to include medical, dental, life insurance, 401K, PTO, telecommuting options, childcare benefits.
Job Duties will include, but are not limited to:
• Act as the main, day-to-day contact for clients in your book.
• Prepare Applications and other documents required for a submission.
• Perform Contract reviews for insurance requirements compliance.
• Prepare Certificates of Insurance, Invoices, and Finance Agreements.
• Process Endorsements, Audits.
• Analyze and compare current exposures to develop renewal or new business specifications for marketing.
• Conduct marketing, negotiate rates and review quotes and coverages for competitiveness and accuracy.
• Review and summarize marketing results and prepare proposals.
• Monitor and manage the renewal marketing and bind process, in partnership with the Producer.
• Check binders, policies, endorsements, and audits for accuracy.
• Prepare summaries and/or schedules of coverage for clients.
• Participate in the claims process, including claim submission, follow-up, and overall communication.
• Ensure financial aspects related to invoicing and premium financing are performed correctly and timely.
• Maintain files in accordance with company policy and professional standards outlined by the Department of Insurance.
Requirements:
• At least five years of recent Commercial Lines Client Management experience in Trucking/Transportation, focused on motor carriers with 10 or more power units preferred, working within an independent agency environment.
• The qualified candidate must hold an active CA Property/Casualty license.
• Have good verbal and written communication skills for both client and internal communication.
• Will need to have good math skills and be detail oriented.
• Proficient with Microsoft Excel, Word, and Outlook.
• EPIC experience a plus.
• You must be able to use a keyboard and other office equipment.