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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 high service standards and effective communication. Proficient in process improvements and client retention strategies to support business growth.
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 Marketing PlansQuote Review And NegotiationProcess ImprovementE&O Exposure MinimizationCommercial Lines Insurance ExperienceRenewal Documentation ManagementClient Change Process ManagementCustomer Service Delivery
Soft Skills
Strong Interpersonal SkillsAbility To PrioritizeProactive Approach
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft Excel
Certifications & Qualifications
Active Property And Casualty License
Industry Keywords
Commercial Transportation InsuranceClient RetentionAccount RoundingRenewal ProcessesInsurance Markets
About the role
Key responsibilities & impact- Manage overall team operations, client coordination, and customer service delivery
- Coordinate, coach, and assist Account Associates and other team members
- Review and manage overall workload
- 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, renewal, and day-to-day client change processes
- Support client retention, account rounding, referrals, and uneventful renewals
- Send pre-renewal information and follow up with 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 pricing with underwriters
- Complete renewal bind processes and checklists
- Ensure renewal documentation is complete and files are accurately documented to minimize E&O exposure
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
- Minimum of 4 years of experience in Commercial Lines insurance required
- High School diploma required
- Commercial Transportation insurance highly preferred
- Associate Degree or higher preferred
- Applied Systems / EPIC experience a plus
- Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership
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
