Commercial Transportation Insurance Account Manager
About the Role
Shamrock Trading Corporation and RTS Insurance Solutions Inc. are seeking a detail-oriented and customer-focused Commercial Insurance Account Manager to join our dynamic team. This role is ideal for an experienced professional with a strong background in managing accounts, providing exceptional service to clients and maintaining relationships with carriers. The Commercial Insurance Account Manager will be responsible for managing and servicing a portfolio of commercial insurance accounts, assisting in the placement of coverage, upselling our other business units and ensuring overall client satisfaction.
What You’ll Do
Develop and maintain strong relationships with clients, understanding their unique business needs and ensuring their satisfaction with our services
Oversee the daily management of commercial insurance accounts, including renewals, policy changes, endorsements, and claims reporting
Work with brokers, underwriters, and insurance carriers to place and secure appropriate coverage for clients, ensuring policies are in compliance with client needs
Advise clients on risk management strategies and insurance coverages to mitigate potential risks
Proactively manage the retention of accounts and identify opportunities for cross-selling and up-selling additional services and coverages to meet client needs
Prepare and maintain accurate records of client interactions, coverage details, and policy documentation
Assist clients with claims procedures, providing guidance and ensuring timely follow-up for resolution
Work closely with internal teams and external partners, including sales, operations and underwriting, to ensure seamless service delivery and optimal client outcomes
What You’ll Bring
Must possess a valid property/casualty insurance license
Proven track record in account management/customer service, business development, and client retention, in the commercial insurance space
Exceptional analytical skills with the ability to evaluate submissions and determine optimal solutions in alignment with market conditions and underwriting guidelines
Excellent communication and interpersonal skills to build client relationships and collaborate with team members
Highly organized with strong attention to detail and the ability to manage multiple accounts simultaneously
Goal-driven with the ability to work independently while also being a collaborative team player