Senior Account Manager, Transportation

The primary role of the Senior Account Manager is to handle the day-to-day Client Service requirements on a Transportation book of business. This book of business could have a Producer or Account Executive who has overall responsibility for Service, Placement and Business Development.

The SAM should have a deep understanding of coverage and insurance programs, but their focus includes a significant amount of time spent on system activity and communication with the client via email, phone or in person. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

The SAM is a key member of the client team and provides direction to any 3rd party vendors who have responsibility for the account.

Key Responsibilities :

Client management :

• Participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering
• Manages a renewal book of business, Including Submissions, Marketing, Proposals and Binding.
• Provide support in drafting exposure gathering information, loss exhibits, submissions and proposals.
• Obtain loss run or policy documentation directly from a carrier website as needed.

Day to Day Client Service :

Client Accounting Responsibilities :

Carrier & Wholesaler Relationships :

Corporate Citizenship :

Required Skills & Experience :

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