Transportation Account Manager

Want to join our insurance team? Job Details – Transportation Account Manager About Us: InsureOne is part of Confie, one of the largest privately owned insurance agencies/brokers in the United States. Established over three decades ago, InsureOne has locations across the US to better serve our clients. Our knowledgeable team of insurance professionals consists of local agents who take pride in providing quality service, competitive rates, and coverage options tailored to our clients’ individual needs. Our agents specialize in building special partnerships with customers to ensure white-glove experience. Join the winning team at InsureOne Insurance Services America, part of Confie, ranked #1 on Insurance Journal's annual Top 50 Personal Lines Agencies for the tenth consecutive year. What We Offer: Continuous ongoing training and mentorship Growth-oriented culture with internal promotion opportunities Comprehensive benefits package including medical, dental, vision, and life insurance Comprehensive 401K plan with competitive employer match Paid time off including holidays, vacation, and personal time Annual incentive trip for top performers Fitness perks: Corporate discount at 24-Hour Fitness Employee Assistance Program: Confidential assistance at no cost for personal or professional issues Extra perks: Disability, hospital indemnity, universal life, critical illness, accident, and pet insurance plans We are the perfect fit if you: Are seeking a progressive work environment at a rapidly growing organization Have a desire to help others protect their future Are focused on learning and development to enhance your industry knowledge and expertise Are a self-starter willing to invest time and energy to learn the technical aspects of our business SUMMARY The Account Manager role requires an individual who is professional and who displays the drive, determination, and self-motivation to help build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the trucking and transportation field. JOB RESPONSIBILITIES Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and colleagues, resulting in a high account retention rate that meets or exceeds company expectations Provides a high level of support to Producers in obtaining, maintaining, and expanding business Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Knowledgeable of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes Acts as a liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues Responsible for overall retention of accounts in assigned book of business Appropriately documents conversations with clients and carrier representatives within our systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems Supports, mentors, and trains lower-level Account Managers and/or CSR’s as necessary QUALIFICATIONS IL P&C insurance license A high school diploma required; some college preferred Above-average telephone techniques and the ability to communicate effectively with prospective and existing clients, as well as other staff members Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Ability and willingness to u…

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