Insurance Account Manager – Transportation

Acrisure

. Interact with clients to address all servicing needs .

Posted 5/7/2026full-timeLatham • New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Interact with clients to address all servicing needs
Processing of policies, endorsements, and audits
Enter policy data into our client management system
Order loss runs for re‐marketing accounts
Become proficient in carrier websites for quoting when re-marketing an account or adding additional lines of coverage
Keep your desk and files organized at all times
Perform superior customer service at all times
Properly utilize the agency management system (Epic) to keep track of all pending items
Communicate with carriers for all underwriting matters, audits, endorsements, carrier recommendations, etc.
Expedite certificates of insurance if CSR team is short staffed and client needs immediately
Run MVR’s and update driver lists when required
Prepare renewal rating quotes, based applications
Prepare proposals
Process and issue binders
Attend agency and dept meetings as well as training/education classes and sessions (both within the agency and outside the agency as directed)

Requirements

What you’ll need

Strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Applied Epic Agency Management experience preferred but not required
Minimum 3+ years’ experience in the Commercial transportation insurance industry or similar role, required
Active P&C License

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
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

policy processingdata entrycustomer servicerenewal rating quotes preparationproposal preparationbinder processingMVR runningauditingendorsement processingunderwriting communication

Soft Skills

client interactionorganizationcommunicationteam collaborationtime managementproblem-solvingattention to detailadaptabilitycustomer focustraining participation

Certifications

P&C License