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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 services and operations within the commercial transportation insurance sector, ensuring high standards of customer service and effective team coordination. Proficient in insurance processing, client retention strategies, and maintaining compliance with industry regulations.
Highest-signal resume keywords
Commercial Transportation Insurance ExperienceActive Property and Casualty LicenseClient Service ManagementOrganizational SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance ProcessingClient CoordinationProposal CreationRenewal ManagementE&O Exposure Minimization
Soft Skills
Strong Interpersonal SkillsExcellent Verbal CommunicationExcellent Written CommunicationProactive Prioritization
Tools & Technologies
Microsoft WordMicrosoft OutlookMicrosoft ExcelApplied SystemsEPIC
Certifications & Qualifications
Property and Casualty License
Industry Keywords
Commercial Lines InsuranceClient RetentionAccount RoundingInsurance Market QuotesRenewal Bind Processes
About the role
Key responsibilities & impact- Manage overall team operations, client coordination, and customer service delivery
- Coordinate, coach, and assist Account Associates with prioritization and workload management
- Develop, coach, and assist Account Associates and other team members in client services, insurance processing, and customer experience
- Assist Producers and Account Executives with client service commitments
- Ensure service standards are met, identify trends, and implement process improvements
- Serve as the day-to-day customer contact, troubleshoot issues, and help clients make well-informed decisions
- Manage new business and renewal processes and oversee day-to-day client changes
- Support client retention, account rounding, referrals, and uneventful renewals
- Send and follow up on pre-renewal information and obtain timely insurance market quotes
- 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 and ensure renewals are documented
- Maintain accurate files to minimize E&O exposure and respond quickly 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 and 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, and 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) and Flexible Spending Account (FSA) options
- Commuter benefits
- Employee discount programs
- Paid maternity leave and paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
