Account Manager focused on customer solutions in electrotechnology industry, representing BARTEC at events and managing customer projects.
About the role
- Commercial Insurance Account Manager at Transtar Insurance Brokers servicing small transportation and trucking clients. Analyzing client needs and managing insurance coverages in a hybrid role.
Responsibilities
- Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
- Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities.
- Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business.
- Respond to underwriters' questions in a timely and professional manner
- Analyze and compare carrier quotes for proper coverages and rating.
- Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
- Prepare proposals and summaries of insurance, as needed.
- Maintain a high degree of accuracy in processing within the agency management system.
- Process client requests in a timely and professional manner.
- Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
- Direct processing work to assistants, and other projects or duties as needed
Requirements
- High School Diploma or equivalent
- Active Property & Casualty license (required)
- Solid understanding of commercial lines coverages (General Liability, Commercial Auto, Property, Workers Compensation, Umbrella, etc.)
- Ability to manage a high volume of accounts in a fast-paced environment
- Strong attention to detail and organizational skills
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Outlook, Word, Excel)
- Willingness to learn transportation/trucking coverages and regulatory requirements
- Willingness and ability to keep informed regarding industry information, new product information, legislation, coverages, and technology.
- Interpersonal communication skills, capable of high volumes of communication streams to keep good working relationships with coworkers, clients, markets, and vendors
- Completion of our pre-employment assessment: https://www.ondemandassessment.com/link/index/JB-1AYEEWUZ0?u=1166563
- Preferred (Not Required) Experience working with transportation or logistics clients
- Familiarity with FMCSA filings (BMC-91, MCS-90, etc.)
- CISR, CIC, or other professional designation
Benefits
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and holidays
- Professional development opportunities
- A supportive, collaborative work environment
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