Transtar – Account Manager
Transtar Insurance Brokers, Inc., Dubuque, IA, United States
Account Manager
Full Time-In Office/Hybrid
Dubuque IA
Reports to: Select Business Segment Sales Leader
Pay Range: $50,000-$80,000
Company Overview Transtar Insurance Brokers, Inc. is a commercial insurance agency that specializes in transportation. Transtar has created a culture where our employees feel valued like they are part of our family. We invest in our employees, teaching them the skills needed to elevate them to higher positions within our company, turning jobs into lifelong successful careers. We listen to our employees' ideas and suggestions, and we implement new processes based on these suggestions because we trust their knowledge and experience. Celebrating our achievements together, as a team, we genuinely care about one another.
Position Summary We are seeking a proactive and client-focused Commercial Insurance Account Manager to support and service a growing portfolio of small transportation and trucking clients. This role is ideal for an experienced commercial lines professional who is organized, responsive, and eager to learn the nuances of trucking risks. Prior trucking insurance experience is not required, however, strong foundational knowledge of commercial insurance coverages and a willingness to learn the transportation industry are essential.
Key Responsibilities
Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities
Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business
Respond to underwriters' questions in a timely and professional manner
Analyze and compare carrier quotes for proper coverages and rating
Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items
Prepare proposals and summaries of insurance, as needed
Maintain a high degree of accuracy in processing within the agency management system
Process client requests in a timely and professional manner
Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier
Direct processing work to assistants, and other projects or duties as needed
Requirements
High School Diploma or equivalent
Active Property & Casualty license (required)
Solid understanding of commercial lines coverages (General Liability, Commercial Auto, Property, Workers Compensation, Umbrella, etc.)
Ability to manage a high volume of accounts in a fast-paced environment
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Outlook, Word, Excel)
Willingness to learn transportation/trucking coverages and regulatory requirements
Willingness and ability to keep informed regarding industry information, new product information, legislation, coverages, and technology
Interpersonal communication skills, capable of high volumes of communication streams to keep good working relationships with coworkers, clients, markets, and vendors
Completion of our pre-employment assessment: https://www.ondemandassessment.com/link/index/JB-1AYEEWUZ0?u=1166563
Preferred (Not Required)
Experience working with transportation or logistics clients
Familiarity with FMCSA filings (BMC-91, MCS-90, etc.)
CISR, CIC, or other professional designation
What We Offer
Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Professional development opportunities
A supportive, collaborative work environment
#J-18808-Ljbffr
Dubuque IA
Reports to: Select Business Segment Sales Leader
Pay Range: $50,000-$80,000
Company Overview Transtar Insurance Brokers, Inc. is a commercial insurance agency that specializes in transportation. Transtar has created a culture where our employees feel valued like they are part of our family. We invest in our employees, teaching them the skills needed to elevate them to higher positions within our company, turning jobs into lifelong successful careers. We listen to our employees' ideas and suggestions, and we implement new processes based on these suggestions because we trust their knowledge and experience. Celebrating our achievements together, as a team, we genuinely care about one another.
Position Summary We are seeking a proactive and client-focused Commercial Insurance Account Manager to support and service a growing portfolio of small transportation and trucking clients. This role is ideal for an experienced commercial lines professional who is organized, responsive, and eager to learn the nuances of trucking risks. Prior trucking insurance experience is not required, however, strong foundational knowledge of commercial insurance coverages and a willingness to learn the transportation industry are essential.
Key Responsibilities
Provide knowledge of insurance coverages and products, markets, and industry updates to sales staff
Ability to analyze client needs and exposures during the sales process on new/renewal business and cross-selling opportunities
Market and follow up on complete submissions including applications, loss analysis and other pertinent information to all eligible and appropriate carriers, for new and renewal business
Respond to underwriters' questions in a timely and professional manner
Analyze and compare carrier quotes for proper coverages and rating
Adhere to Commercial Lines Best Practices including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items
Prepare proposals and summaries of insurance, as needed
Maintain a high degree of accuracy in processing within the agency management system
Process client requests in a timely and professional manner
Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier
Direct processing work to assistants, and other projects or duties as needed
Requirements
High School Diploma or equivalent
Active Property & Casualty license (required)
Solid understanding of commercial lines coverages (General Liability, Commercial Auto, Property, Workers Compensation, Umbrella, etc.)
Ability to manage a high volume of accounts in a fast-paced environment
Strong attention to detail and organizational skills
Excellent written and verbal communication skills
Proficiency in Microsoft Office (Outlook, Word, Excel)
Willingness to learn transportation/trucking coverages and regulatory requirements
Willingness and ability to keep informed regarding industry information, new product information, legislation, coverages, and technology
Interpersonal communication skills, capable of high volumes of communication streams to keep good working relationships with coworkers, clients, markets, and vendors
Completion of our pre-employment assessment: https://www.ondemandassessment.com/link/index/JB-1AYEEWUZ0?u=1166563
Preferred (Not Required)
Experience working with transportation or logistics clients
Familiarity with FMCSA filings (BMC-91, MCS-90, etc.)
CISR, CIC, or other professional designation
What We Offer
Medical, dental, and vision insurance
401(k) with company match
Paid time off and holidays
Professional development opportunities
A supportive, collaborative work environment
#J-18808-Ljbffr