Transportation Account Manager

The Misch Group

Fresno (CA)

On-site

USD 75,000 - 85,000

Full time

8 days ago

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Benefits offered by this job

Base salary $75,000 – $85,000 annually
Medical, Dental, and Vision
Life Insurance and Disability
401(k) with company matching
Generous PTO and holidays

Job summary

The Misch Group is seeking a Transportation Account Manager in California to support, market, and service specialized transportation and trucking accounts. You will work within a Production Team, handling relationships across fleets of various sizes and ensuring high-touch client service.

Ideal candidates have a P&C license, 3+ years in commercial lines account management in an independent agency, and familiarity with Applied Epic or AMS360.

Qualifications

  • Active Property & Casualty license required.
  • Minimum 3+ years of commercial lines account management in an independent agency.
  • Proven track record in marketing and servicing transportation accounts and fleet risks.

Responsibilities

  • Manage day-to-day servicing, policy changes, endorsements, and renewals for a dedicated transportation book.
  • Market fleet renewals and new business to regional and national transportation carriers.
  • Collaborate with producers, account executives, and safety/claims to add value beyond placement.
  • Maintain strong client and carrier relationships to support retention.

Skills

P&C license
Commercial lines account management
Transportation account expertise
Agency management systems

Tools

Applied Epic
AMS360
Carrier rating portals

Job description

Transportation Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: California

Compensation: $75,000 - $85,000 / year

Description

We are seeking a high-caliber Transportation Account Manager to join our growing Commercial Lines division. This role will focus on supporting, marketing, and servicing specialized transportation and trucking accounts. Operating within a dedicated Production Team, you will manage relationships across small, medium, and large fleet operations.

Key Responsibilities
  • Portfolio Management: Serve as the primary account manager for a dedicated book of commercial transportation risks, handling day-to-day client servicing, 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 transportation coverage structures across General Freight, Agricultural Hauling (processing/distribution), Hazardous Materials Transport, and specialized transport risks.
  • Client & Carrier Relations: Maintain high-touch communication with risk managers, fleet directors, and carrier underwriters to deliver superior account retention.
  • Cross-Functional Support: Collaborate closely with Producers, Account Executives, and safety/claims specialists to deliver value-added services beyond standard policy placement.
Skills, Knowledge and Expertise
  • 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 transportation accounts and commercial fleet risks.
  • Technical Skills: Proficiency in agency management systems (e.g., Applied Epic, AMS360) and carrier rating portals.
Benefits
  • Base Salary: $75,000 – $85,000 annually (commensurate with specialized transportation experience).
  • Comprehensive Benefits Package: Medical, Dental, and Vision coverage.
  • Protection & Security: Life Insurance and Short/Long-Term Disability.
  • Retirement Plan: 401(k) with company matching contributions.
  • Time Off: Generous Paid Time Off (PTO) and paid holiday package.
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