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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships and team operations within the commercial transportation insurance sector, ensuring service standards and process improvements are met. Proficient in developing and coaching team members while maintaining accurate documentation and compliance.
Highest-signal resume keywords
Commercial Transportation Insurance ExperienceActive Property and Casualty LicenseStrong Organizational SkillsExcellent Verbal and Written Communication SkillsApplied Systems / EPIC Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client CoordinationProposal CreationRenewal Process ManagementQuote Review and NegotiationE&O Exposure Minimization
Soft Skills
Interpersonal SkillsProactive Prioritization
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft Excel
Certifications & Qualifications
Property and Casualty License
Industry Keywords
Commercial Lines InsuranceInsurance MarketsRenewal Marketing PlansClient Service Commitments
About the role
Key responsibilities & impact- Manage overall team operations, client coordination, and customer service delivery
- Coordinate, coach, and assist with prioritization for Account Associates
- Review and manage overall workload
- Develop, coach, and assist Account Associates and other team members
- Assist Producers and Account Executives with client service commitments
- Ensure service standards are met and implement process improvements
- Act as day-to-day customer contact and troubleshoot issues
- Help clients make well-informed decisions
- Manage new business and renewal processes and oversee day-to-day client changes
- Ensure pre-renewal information is sent and obtain timely responses from clients and insurance markets
- Manage renewal marketing plans with Producers and Service Teams
- Create accurate proposals and deliverables for renewal meetings
- Review quotes for accuracy and negotiate additional coverage or price with underwriters
- Complete renewal bind processes and checklists
- Ensure renewals are completed and documented
- Maintain accurate files to minimize E&O exposure and respond to client requests
Requirements
What you’ll need- Commercial transportation insurance industry experience required
- Active Property and Casualty License required
- Strong organizational skills; ability to prioritize and be proactive
- Excellent verbal and written communication skills
- Strong interpersonal skills
- Computer skills, specifically Microsoft Word, Outlook and Excel
- Applied Systems / EPIC experience a plus
- High School diploma required
- Minimum of 4 years of experience in Commercial Lines insurance required
- Commercial Transportation insurance highly preferred
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) options
- Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage