Note: The job is a remote job and is open to candidates in USA. Fortress Logistics Insurance is a specialized insurance brokerage serving the transportation and logistics industry. The Account Manager will support clients by handling inquiries, coordinating policy renewals, processing insurance service requests, maintaining records, and assisting the Customer Service and Sales teams with administrative tasks.
Responsibilities
- Respond to inbound client phone calls and emails in a prompt, courteous, and professional manner
- Manage and coordinate the policy renewal process, including communicating with clients, producers, and underwriters, gathering required renewal information, tracking outstanding items, and helping ensure renewals are completed in a timely manner
- Handle client inquiries, quote requests, and other shipment-specific requests, coordinating with the appropriate team members and insurers as needed
- Manage and maintain accurate records of client communications and service activity within Fortress's proprietary agency management system
- Process requests for certificates and other proofs of insurance in accordance with established company procedures
- Assist the Sales team with routine policy servicing and administrative tasks
- Follow established company procedures and applicable insurance industry requirements
- Protect confidential client, company, and insurance information
- Maintain reliable attendance and availability during scheduled working hours
- Perform other duties and responsibilities as reasonably assigned based on business needs
Skills
- Strong verbal and written communication skills
- Excellent organizational and time-management abilities
- Strong attention to detail and commitment to accuracy
- Ability to communicate professionally with clients, coworkers, and business partners
- Proficiency with Microsoft Office applications and comfort learning new technology and software platforms
- Ability to work independently in a remote environment while collaborating effectively with a team
- Ability to handle confidential and sensitive information appropriately
- Prior customer service, administrative, or insurance experience is helpful but not required
Benefits
- 401(k) plan
- Health benefits and/or health insurance stipend, as applicable
- Generous paid vacation package
- Paid holidays
- Work-from-home flexibility
- Opportunity to grow professionally, take on new responsibilities, and develop alongside the business
- Build valuable client service, communication, insurance, and business skills
- Guidance and mentorship from experienced insurance professionals
- Flexibility of a fully remote position
Company Overview