Trucking Account Manager
7 days ago
Tamarac
Job Description Position Summary: Prestige Trucking Insurance is seeking a customer-focused and detail-oriented Trucking Account Manager to manage and support a portfolio of trucking and transportation insurance clients. This role serves as the primary point of contact for policyholders, ensuring exceptional service, policy accuracy, retention, and ongoing account support. The Trucking Account Manager works closely with sales, underwriting, carriers, and internal teams to process endorsements, renewals, audits, and policy changes while ensuring compliance with insurance regulations and company standards. The ideal candidate brings strong insurance knowledge, organizational skills, and a commitment to proactive client service. Essential Duties and Responsibilities: • Serve as the primary service contact for assigned trucking and transportation insurance accounts, • Manage day-to-day account servicing, including endorsements, policy changes, certificates of insurance, and billing inquiries, • Coordinate policy renewals by gathering exposures, reviewing coverage, and working with underwriting and carriers, • Ensure accuracy of policy information, coverage details, premiums, and documentation, • Communicate proactively with clients regarding coverage changes, renewal timelines, audits, and required documentation, • Support new business onboarding by ensuring proper setup of accounts, policies, and client records, • Review policies, endorsements, and carrier documents for accuracy and completeness, • Assist clients with audit preparation, review audit statements, and coordinate resolutions as needed, • Collaborate with sales, underwriting, and operations teams to ensure seamless client experience, • Maintain accurate and up-to-date records in agency management and CRM systems, • Respond to client inquiries in a timely, professional, and customer-focused manner, • Ensure compliance with insurance regulations, carrier guidelines, and company procedures, • Identify opportunities to improve service processes, client retention, and operational efficiency, • Client Service & Relationship Management– Ability to build,maintain, and strengthen client relationships through responsive, professional, andsolutions-oriented service., • Insurance & Trucking Industry Knowledge–Understanding ofcommercial trucking insurance coverages, endorsements, compliance requirements, and operational risks affecting transportation businesses., • Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things., • Communication Skills– Ability to communicate clearly and professionally with clients, carriers, and internal stakeholders through written and verbal correspondence., • Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed., • Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results., • Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others., • Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makes self-available to staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills., • Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time., • Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan., • Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed., • Attention to Detail & Accuracy– Strong ability to review policies, endorsements, and documentation to ensure accuracy, completeness, and compliance., • Organizational & Time Management Skills– Ability to manage multiple accounts, priorities, and deadlines in a fast-paced service environment., • Problem-Solving Skills– Ability toidentifyissues, gather information, and collaborate effectively to resolve client or carrier-related concerns., • Systems & Technology Proficiency– Ability to use agency management systems, CRM platforms, and productivity tools to manage accounts efficiently andmaintaindata integrity., • Cross-Functional Collaboration– Ability to work effectively with sales, underwriting, accounting, and operations teams to support account success. Required • High school diploma or equivalent; Associate’s or Bachelor’s degree preferred, • 3–5 years of experience in commercial insurance account management or client service, • Experience servicing trucking or transportation insurance accounts, • Strong knowledge of commercial insurance policies, endorsements, and account servicing processes, • Proficiency with agency management systems (e.g., Salesforce, NowCerts, or similar), • Excellent organizational, communication, and customer service skills, • Ability to manage multiple accounts and meet deadlines with accuracy, • Experience in trucking, transportation, or fleet insurance operations, • Prior experience working directly with insurance carriers and underwriters, • Familiarity with audit processes, loss runs, and exposure reporting, • Experience supporting renewals and retention strategies • Office-based with standard business hours, • Occasional extended hours during renewal seasons or peak service periods, • Limited travel may be required for client meetings or carrier interactions Standard business hours are typically 9am-6pm.
