Transportation Account Manager

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.

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.

• 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.

• 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, AMS
  360) 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.
• 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.