Job DescriptionPrimary Objective: Serve as the operational and relationship owner of the book of business, taking over accounts once sold, retaining and growing existing clients, and freeing Producers to focus on prospecting and closing new business.
Duties and Responsibilities:Client Relationship Management & Strategy- Serve as the lead point of contact and trusted advisor for a portfolio of complex, often multi-location or multi-line commercial accounts in the towing and transportation speciality.
- Develop tailored service plans and risk management strategies in alignment with each client's industry, risk tolerance, and business objectives.
- Lead client meetings, renewal strategy sessions, and coverage consultations, providing expert-level advisement and advocacy.
- Collaborate closely with producers and practice leaders to present unified service and growth strategies.
- Actively manage the renewal process from strategy to execution, including marketing, proposal development, and policy negotiations.
Book Management & Profitability- Strategically analyze assigned book of business to ensure revenue growth and account profitability.
- Proactively identify cross-sell opportunities and gaps in coverage; coordinate with internal teams and producers to offer complementary insurance lines.
- Monitor carrier performance, pricing trends, and market conditions to inform placement decisions and negotiate optimal terms.
- Ensure accurate and timely updates in AMS360 and all related systems for policy changes, notes, and documentation.
- Identify underperforming accounts and create action plans to improve margins or address servicing issues.
Operational Excellence- Provide technical support and guidance to Client Managers and junior team members as needed.
- Act as a subject matter expert and resource in internal planning sessions, special projects, or escalated client service issues.
- Maintain strong knowledge of industry regulations, carrier appetites, and best practices in both P&C and Life & Health lines.
- Ensure service delivery aligns with agency standards, regulatory requirements, and client expectations.
Success Measures- Client retention
- Revenue retention and growth
- New business implementation success
- On-time renewals
- Client satisfaction
- Cross-sell and account development opportunities
- Producer capacity created for new business production
Qualifications- 6+ years of experience in insurance account management, with a demonstrated focus on complex commercial accounts.
- Specific experience in tow or transportation book servicing a plus
- Bi-lingual in English & Spanish a plus
- Deep understanding of Property & Casualty and Life & Health insurance products, markets, and strategies. Proven ability to build and maintain strong relationships with executive-level clients and carrier partners.
- Strong strategic thinking, analytical skills, and business acumen with the ability to manage book profitability. Exceptional communication, negotiation, and presentation skills.
- Proficient in AMS360 or comparable agency management systems.
- Active insurance licenses in applicable lines (P&C and/or L&H) required.
- Advanced industry certifications such as CIC, CRM, CPCU strongly preferred.
Additional InformationPlease see our company Benefits:- Medical, Dental, Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
