Transportation Insurance Account Manager

Acentria InsuranceLakeland, FL

About The Position

The Account Manager plays a critical role in supporting and growing a transportation-focused book of business within Foundation Risk Partners' Acentria team. This role involves working closely with the Producer to lead the service strategy for both renewals and new business acquisitions. The Account Manager is responsible for managing the full renewal lifecycle, preparing and presenting submissions, negotiating terms with carriers, and binding coverage. The position requires deep knowledge of transportation risks, strong carrier relationships, and the ability to independently place risk while ensuring excellent client service.

Requirements

  • Strong organizational, multitasking, problem solving, detail oriented, verbal, written, and self-discipline skills
  • Proficient in insurance agency management software (EPIC) and Microsoft products
  • College degree or equivalent work experience
  • 4-5 years agency experience, with a minimum of 2 years working with transportation accounts

Nice To Haves

  • Florida 2-20 Property & Casualty insurance license preferred

Responsibilities

  • Develops retention strategy and new business acquisition meetings with producer
  • Gathers data from client: applications, loss runs, inspections etc to submit to market
  • Works independently of Producers on placement of risk
  • Attends marketing and carrier meetings
  • Monitors and updates open items checklists/timelines
  • Develops and maintains strong relationships with clients/carriers through the daily service of endorsements and general coverage questions
  • Communicates with Producer and team regarding client
  • Analyzes client data to determine client needs and identify potential exposures
  • Answers underwriting questions and help negotiate pricing and products
  • Ability to build good working relationships with Producers and team members to work as a part of a team

Benefits

  • comprehensive range of health-related benefit options including medical, vision, and dental
  • 401(k) with company match
  • company paid life insurance
  • STD
  • LTD
  • generous PTO policy starting at 18 days per year
  • 10 paid holidays
  • 2 floating holidays
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