Interact with clients to address all servicing needs
Processing of policies, endorsements, and audits
Enter policy data into our client management system
Order loss runs for re‐marketing accounts
Become proficient in carrier websites for quoting when re-marketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the agency management system (Epic) to keep track of all pending items
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately
Run MVR’s and update driver lists when required
Prepare renewal rating quotes, based applications
Prepare proposals
Process and issue binders
Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required
Minimum 3+ years’ experience in the Commercial transportation insurance industry or similar role, required
Active P&C License

Insurance Account Manager – Transportation

Key skills