Account Manager, Insurance

Specialty Program Group • Napa, CA

16h

About The Position

The Account Manager (Licensed) provides licensed account management and policy servicing support for the SPG Transportation – Last Mile Delivery Program. The role manages a renewal book of business and delivers high-quality service throughout the policy life cycle. It requires commercial insurance account servicing experience and an active Property & Casualty license. The position may be remote, in-office, or hybrid, as determined by the manager, and is scheduled Monday through Friday, 7:00 a.m. to 4:00 p.m. local time. The expected salary range is $60,000–$70,000, with eligibility for the DUA bonus program; compensation may depend on skills, experience, location, business line, scope, and level.

Requirements

• Active Property & Casualty Insurance License.
• Bachelor’s degree or equivalent work experience; high school diploma or GED required.
• At least 3 years of Commercial Insurance Lines Account Management experience.
• Strong oral and written communication skills.
• Proficiency in Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
• Sound judgment and ability to make informed decisions when discussing coverage and providing insurance guidance.
• Adherence to employee policies, including confidentiality requirements and carrier partner service practices and procedures.

Nice To Haves

• Life & Health Insurance License preferred; willingness to obtain it within the first 6 months of employment.

Responsibilities

• Manage inbound and outbound calls with insureds, agents, and motor carriers about accounts, policy verification, and coverage questions.
• Manage a monthly renewal book of business, ensuring timely and accurate processing.
• Document communications and follow-ups, and respond to client questions and concerns in a timely, professional manner.
• Support policy life-cycle servicing, including policy change requests, billing questions, claims instructions, final audits, and pre-renewal questionnaires.
• Meet quality assurance requirements and other key performance indicators.
• Manage and grow relationships with insureds, brokers, and program partners.
• Attend and participate in weekly team meetings.
• Represent BizCHOICE Last Mile Delivery professionally when engaging with insureds, agents, customers, vendors, and carrier partners.
• Provide general support to department leadership and assist with special projects and initiatives as needed.

Benefits

• Structured training, licensing support, and ongoing development opportunities.
• Competitive pay and comprehensive health benefits.
• Retirement savings matching.
• Company-paid life and disability plans.
• Generous paid time off.
• Paid parental leave.
• Wellbeing program.
• Eligible bonuses, equity, and commissions for some positions.
• Collaborative culture, community impact through HUB Gives, and career growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level