Account Manager (Transportation & P&C Insurance)

Somewhere; Johannesburg; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A leading insurance company is seeking an experienced Account Manager (Transportation & P&C Insurance) to manage and maintain client accounts. The ideal candidate will have a minimum of 2 years insurance experience, excellent communication skills, and proficiency in AMS and CRM systems. This role offers a full-time opportunity with the flexibility of remote work in a dynamic environment.

Qualifications

• 2+ years insurance experience, preferably in trucking or commercial P&C.
• Excellent spoken and written English.
• Experience with AMS/CRM systems like Momentum or Salesforce.
• Proficiency in Microsoft Word, Excel, and Zoom Phone/RingCentral.

Responsibilities

• Serve as the main point of contact for assigned clients.
• Manage day-to-day client requests, renewals, endorsements, and certificates.
• Support producers and executives with quoting and proposals.
• Maintain client data in Momentum (AMS) and Go High Level/Salesforce.
• Ensure timely delivery of insurance documentation and compliance.
• Build strong client relationships and identify upselling opportunities.

Skills

Communication skills

Attention to detail

Client service

Organizational skills

Time-management skills

Tools

Momentum (AMS)

Salesforce

Go High Level

Microsoft Word

Microsoft Excel

Zoom Phone

RingCentral

Job description

Job Title: Account Manager (Transportation & P&C Insurance)

Type: Full-time, Independent Contractor

Location: Remote

Work hours: 9:00 AM – 5:00 PM US time zone

Overview

The Account Manager will be responsible for managing and maintaining client accounts in trucking, property & casualty, manufacturing, and construction insurance. This role requires strong communication skills, attention to detail, and the ability to deliver excellent client service in a fast-paced environment.

Key Responsibilities

Serve as the main point of contact for assigned clients.

Manage day-to-day client requests, renewals, endorsements, and certificates.

Support producers and executives with quoting, proposals, and account set-up.

Maintain client data in Momentum (AMS) and Go High Level / Salesforce (CRM).

Ensure timely delivery of insurance documentation, contracts, and compliance requirements.

Build strong client relationships and identify opportunities for upselling / cross-selling.

Qualifications

2+ years insurance experience (preferred in trucking or commercial P&C).

Excellent spoken and written English.

Experience with AMS / CRM systems (Momentum, Salesforce, Go High Level a plus).

Proficiency in Microsoft Word, Excel, and Zoom Phone / RingCentral.

Strong organizational and time-management skills.

Coachable, trustworthy, and eager to grow with the company.