About the Company
Founded over four decades ago, our client is an established, independent, multi-generational brokerage firm licensed across all 50 states. Generating $50M+ in gross revenue with over 220 employees nationwide, the company is consistently recognized by
Insurance Journal
as a
Top 100 Privately Held Insurance Agency
in the United States.
The firm operates with a highly collaborative "Production Team" model, offering staff exceptional long-term career stability, high retention, and an employee-first environment. As an independent, privately held brokerage, the company prioritizes deep carrier relationships, broad market access, and comprehensive client service capabilities over corporate consolidation.
Position Overview
We are seeking a high-caliber
Transportation Account Manager
to join a growing Commercial Lines division. This role focuses on supporting, marketing, and servicing specialized transportation and commercial fleet accounts. Operating within a dedicated Production Team, you will manage relationships across small, medium, and large fleet operations.
Key Responsibilities
Portfolio Management:
Act as the primary account manager for a dedicated book of commercial transportation risks, overseeing daily client service, policy changes, endorsements, and renewals.
Account Marketing & Placement:
Prepare detailed bid specifications, gather loss runs and censuses, and market fleet renewals and new business to regional and national transportation carriers.
Fleet Coverage Strategy:
Manage complex coverage structures across General Freight, Agricultural Hauling (processing/distribution), Hazardous Materials Transport, and specialized transport risks.
Client & Carrier Relations:
Maintain ongoing communication with risk managers, fleet directors, and carrier underwriters to drive strong account retention.
Cross-Functional Collaboration:
Partner closely with Producers, Account Executives, and internal safety/claims specialists to deliver value-added services beyond standard policy placement.
Qualifications & Requirements
Licensing:
Active Property & Casualty (P&C) License required.
Agency Experience:
Minimum 3+ years of commercial lines account management experience within an independent agency environment.
Transportation Expertise:
Proven track record in marketing and servicing commercial fleet and transportation risks.
Technical Proficiency:
Experience with modern agency management systems (e.g., Applied Epic, AMS360) and carrier rating portals.
Work Location Flexibility:
Open to hybrid scheduling in the Central Valley, CA region or
Fully Remote
for highly experienced Transportation Account Managers.
Compensation & Benefits
Base Salary:
$75,000 – $85,000 annually (commensurate with specialized transportation experience).
Health & Wellness:
Comprehensive Medical, Dental, and Vision coverage.
Protection & Security:
Employer-paid Life Insurance and Short/Long-Term Disability.
Retirement Plan:
401(k) with company matching contribution.
Work-Life Balance:
Generous Paid Time Off (PTO) and paid holiday schedule.