Client Manager, Transportation

Trucordia; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Life Insurance and AD&D

FSA / HSA

Critical Illness

Hospital Indemnity

Supplemental Health Insurance

EAP

Pet Insurance

11 Paid Holidays

Flexible PTO

401K

Job summary

Trucordia is seeking an experienced Client Manager specializing in insurance to join our team in Leola, PA. You will manage a portfolio of commercial trucking insurance accounts, ensuring exceptional client satisfaction and retention.

Responsibilities include reviewing policies for appropriate coverage, processing renewals, and coordinating with underwriters. Ideal candidates have 3–5 years in trucking/transportation insurance and an active P&C license.

Qualifications

• Active Property & Casualty (P&C) license required.
• 3–5 years of commercial insurance experience with trucking/transportation focus preferred.
• Knowledge of DOT regulations and transportation compliance is essential.

Responsibilities

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

Skills

Client relationship management

Policy analysis

Risk assessment

CRM software proficiency

MS Office proficiency

Excellent communication

Education

Active P&C Insurance License

Tools

MS Office

CRM software

Job description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

• We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
• We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
• We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
• We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
• We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.

Job Description

We are seeking an experienced Client Manager 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 issuesn
• 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

• 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 assessment
• Experience 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

Please see our company Benefits:

• Life Insurance and AD&D
• FSA / HSA
• Critical Illness
• Hospital Indemnity
• Supplemental Health Insurance
• EAP
• Pet Insurance
• 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.