Account Manager (Transportation & P&C Insurance)

Job Title : Account Manager (Transportation & P&C Insurance)

Type : Full-time, Independent Contractor

Location : Remote

Work hours : 9 : 00 AM – 5 : 00 PM US time zone

Overview

The Account Manager will be responsible for managing and maintaining client accounts in trucking, property & casualty, manufacturing, and construction insurance. This role requires strong communication skills, attention to detail, and the ability to deliver excellent client service in a fast-paced environment.

Key Responsibilities

Serve as the main point of contact for assigned clients.

Manage day-to-day client requests, renewals, endorsements, and certificates.

Support producers and executives with quoting, proposals, and account set-up.

Maintain client data in Momentum (AMS) and Go High Level / Salesforce (CRM).

Ensure timely delivery of insurance documentation, contracts, and compliance requirements.

Build strong client relationships and identify opportunities for upselling / cross-selling.

Qualifications

2+ years insurance experience (preferred in trucking or commercial P&C).

Excellent spoken and written English.

Experience with AMS / CRM systems (Momentum, Salesforce, Go High Level a plus).

Proficiency in Microsoft Word, Excel, and Zoom Phone / RingCentral.

Strong organizational and time-management skills.

Coachable, trustworthy, and eager to grow with the company.

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