Client Manager

Trucordia; Waterloo (IA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical, Dental, Vision

Life and AD&D insurance

Flexible PTO

401K

Job summary

Trucordia is looking for an experienced Client Manager II specializing in insurance to join our team in Leola, PA. In this role, you will be managing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

The ideal candidate will have strong knowledge in commercial trucking insurance, an active insurance license, and 3-5 years of experience. Benefits include medical, dental, vision, and more.

Qualifications

• Must hold an active Property & Casualty Insurance License.
• 3-5 years commercial insurance experience required, focusing on trucking.
• Strong understanding of DOT regulations needed.

Responsibilities

• Manage relationships with commercial insurance clients.
• Review policies to ensure compliance and appropriate coverage.
• Conduct risk assessments and provide recommendations.

Skills

Bilingual (English/Spanish)

Account management

Analytical skills

Problem-solving

Education

Active Property & Casualty (P&C) Insurance License

3-5 years of commercial insurance experience

Tools

CRM software

MS Office Suite

Job description

Job Description

We are seeking an experienced Client Manager II specializing in insurance to join our team in Leola, PA United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

• Manage and maintain relationships with existing commercial insurance clients
• Review and analyze insurance policies to ensure appropriate coverage and compliance
• Process policy changes, renewals, and endorsements for insurance accounts
• Conduct risk assessments and provide risk management recommendations
• Coordinate with underwriters and insurance carriers for policy placement
• Handle client inquiries and resolve coverage-related issues
• Monitor and ensure compliance with DOT regulations and insurance requirements
• Prepare insurance documentation, certificates, and policy summaries
• Develop and implement client retention strategies
• Maintain accurate client records and documentation in CRM system

Qualifications

• Bilingual (English/Spanish)
• Active Property & Casualty (P&C) Insurance License required
• 3-5 years of commercial insurance experience, with specific focus on trucking/transportation insurance
• Comprehensive knowledge of commercial trucking insurance products and coverage
• Strong understanding of DOT regulations and transportation compliance requirements
• Proficiency in insurance policy management and risk assessmentExperience with CRM software and MS Office Suite
• Excellent account management and client service skills
• Strong analytical and problem-solving abilities
• Detail-oriented with exceptional organizational skills
• Effective written and verbal communication skills
• Knowledge of transportation industry risk management practices

Additional Information

Benefits:

• Medical, Dental, Vision
• Life and AD&D insurance
• FSA / HSA
• Commuter & Child Care FSA
• Cancer Support Benefits
• Pet Insurance
• Accident & Critical Illness
• Hospital Indemnity
• Employee Assistance Program (EAP)
• 11 Paid Holidays
• Flexible PTO
• 401K

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.