Account Manager (Transportation & P&C Insurance)
Account Manager (Transportation & P&C Insurance)
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Type: Full-time Independent Contractor
Location: Remote
Work hours: 9:00 AM 5:00 PM US time zone
Overview:
The Account Manager will be responsible for managing and maintaining client accounts in trucking property & casualty manufacturing and construction insurance. This role requires strong communication skills attention to detail and the ability to deliver excellent client service in a fast-paced environment.
Key Responsibilities:
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Serve as the main point of contact for assigned clients.
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Manage day-to-day client requests renewals endorsements and certificates.
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Support producers and executives with quoting proposals and account set-up.
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Maintain client data in Momentum (AMS) and Go High Level/Salesforce (CRM).
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Ensure timely delivery of insurance documentation contracts and compliance requirements.
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Build strong client relationships and identify opportunities for upselling/cross-selling.
Qualifications:
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2 years insurance experience (preferred in trucking or commercial P&C).
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Excellent spoken and written English.
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Experience with AMS/CRM systems (Momentum Salesforce Go High Level a plus).
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Proficiency in Microsoft Word Excel and Zoom Phone/RingCentral.
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Strong organizational and time-management skills.
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Coachable trustworthy and eager to grow with the company.
Employment Type
Full-time
