Job Description

Responsibilities

• Act as the primary point of contact for a portfolio of Commercial clients, fostering strong relationships based on trust and expertise.
• Manage day-to-day service needs for accounts, including processing policy changes, renewals, claims assistance, and certificates of insurance.
• Collaborate with producers, underwriters, and carriers to secure and negotiate coverage tailored to meet clients’ individual needs.
• Review insurance policies, endorsements, and other documentation to ensure accuracy, completeness, and coverage compliance for Commercial Auto and Trucking accounts.
• Educate clients on available options, policy changes, and risk management strategies specific to their operations.
• Proactively address and resolve client inquiries or issues in a timely and professional manner.
• Identify cross-sell or up-sell opportunities that align with client goals; ensure they are referred to appropriate team members as necessary.
• Stay current on market trends, industry standards, and changes in insurance regulations affecting Commercial Auto and Trucking policies.

Qualifications

• Experience: Minimum 3-5 years of experience in commercial insurance account management with a specialization in Trucking and/or Commercial Auto lines.
• Licenses/Certifications: Active Property & Casualty Insurance License required. Advanced certifications such as CIC, CPCU, or ARM are a plus.
• Technical Skills:
  
  • Familiarity with agency management systems, carrier platforms, and certificate software.
  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
• Communication: Exceptional written and verbal communication skills with the ability to explain complex concepts clearly and concisely.
• Interpersonal Skills: Proven ability to build and maintain strong client relationships through trust, empathy, and delivering results.
• Problem Solving: Demonstrated ability to analyze client risks, assess needs, and recommend tailored solutions.
• Organization: Strong attention to detail, and excellent multi-tasking and time management skills.

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