Trucking Account Manager
About The Position
Keystone is a rapidly growing insurance brokerage platform partnering with independent agencies across the United States. Keystone provides strategic resources, capital investment, and operational support to drive sustainable growth, empowering agencies to maintain their identity while accessing best-in-class tools in finance, HR, sales, and M&A integration. The leadership team brings over a century of combined industry expertise, fostering collaboration, innovation, and long-term value. The primary function of this role is to support the needs of our Trucking clients and Producers. This includes quoting new and renewal business, overseeing a book of business, and answering general inquiries from Producers, Insureds, or Jr. Account Managers. Their strong interpersonal skills, customer-oriented approach, and industry knowledge will contribute to building successful partnerships and driving business growth.
Requirements
- High school diploma or GED equivalent required
- Minimum of 2 years of commercial lines insurance account management experience, preferably in trucking insurance
- Active Property & Casualty License required in the state of business
- Willingness to obtain the STAR and/or TRIP designation (preferably both)
- Ability to read and analyze Cab and Safer reports to determine the best market for the risk
- Understanding of how to use AM Best website (carrier/market ratings)
- Understanding of loss data/historical worksheets
- Understanding of how to review financial documents such as balance sheets and profit and loss statements
- Proficient with Microsoft Office Suite
- Experience with Applied Epic highly desired; will consider other agency management systems
- Effective communication skills, both verbal and written
- Ability to multi-task, meet deadlines and stay focused in a fast-paced environment
- Minimal travel to various locations may be required
- Ability to pass a criminal background check as permitted by law
Responsibilities
- Review and market new and renewal submissions with proper documentation.
- Create carrier-specific applications as needed.
- Procure quotes from underwriters and online quoting platforms and review all quotes for accuracy.
- Monitor and market non-renewals and midterm cancellations.
- Create and review new or renewal finance agreements.
- Create and send binding requests to the appropriate underwriter or carrier.
- Create or review proposals and coverage summaries with Producers.
- Review expiration reports for assigned book of business and ensure renewals are monitored.
- Identify opportunities to add new business to existing clients or cross-sell other lines.
- Quote and add additional lines of business as needed.
Benefits
- Competitive Salary Commensurate with Experience
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
