Trucking Insurance Client Success Manager

Prestige Trucking Insurance; Florida; On-site; USD 60,000 - 80,000; Full time

Job summary

Prestige Trucking Insurance in New York seeks a Trucking Insurance Account Manager to manage insurance accounts for trucking and transportation clients. The role involves serving as the primary contact for policyholders, managing endorsements and renewals, and ensuring compliance with insurance regulations. Candidates should have 3-5 years of relevant experience and an active property & casualty insurance license. Office-based position with potential for extended hours during peak periods.

Qualifications

• 3–5 years of experience in commercial insurance account management or client service.
• Experience servicing trucking or transportation insurance accounts.
• Active Property & Casualty insurance license (or ability to obtain within a specified timeframe).

Responsibilities

• Serve as the primary service contact for assigned trucking and transportation insurance accounts.
• Manage day-to-day account servicing, including endorsements and policy changes.
• Coordinate policy renewals and ensure accuracy of policy information.

Skills

Client Service & Relationship Management

Insurance & Trucking Industry Knowledge

Communication Skills

Organizational & Time Management Skills

Problem-Solving Skills

Education

High school diploma or equivalent

Associate’s or Bachelor’s degree preferred

Tools

Salesforce

NowCerts

Job description

If you're the kind of person who takes pride in knowing your clients by name, anticipates their needs before they ask, and genuinely enjoys being the person they can count on — we want to hear from you. Prestige Trucking Insurance is looking for a Trucking Account Manager who is ready to own a portfolio of trucking and transportation insurance clients and be their go-to resource from day one. This isn't a background role. You'll be front and center — the primary point of contact for policyholders — driving exceptional service, protecting policy accuracy, supporting retention, and making sure nothing falls through the cracks. You'll collaborate daily with sales, underwriting, carriers, and internal teams to handle endorsements, renewals, audits, and policy changes, all while keeping compliance with insurance regulations and company standards locked in. The ideal candidate brings solid commercial insurance knowledge, sharp organizational skills, and a proactive service mindset that puts clients first. If you thrive in a fast-paced, relationship-driven environment and want to build your career in the growing world of commercial trucking insurance, this is your opportunity.

Essential Duties and Responsibilities:

• Serve as the primary service contact for assigned trucking and transportation insurance accounts
• Manage day-to-day account servicing, including endorsements, policy changes, certificates of insurance, and billing inquiries
• Coordinate policy renewals by gathering exposures, reviewing coverage, and working with underwriting and carriers
• Ensure accuracy of policy information, coverage details, premiums, and documentation
• Communicate proactively with clients regarding coverage changes, renewal timelines, audits, and required documentation
• Support new business onboarding by ensuring proper setup of accounts, policies, and client records
• Review policies, endorsements, and carrier documents for accuracy and completeness
• Assist clients with audit preparation, review audit statements, and coordinate resolutions as needed
• Collaborate with sales, underwriting, and operations teams to ensure seamless client experience
• Maintain accurate and up-to-date records in agency management and CRM systems
• Respond to client inquiries in a timely, professional, and customer-focused manner
• Ensure compliance with insurance regulations, carrier guidelines, and company procedures
• Identify opportunities to improve service processes, client retention, and operational efficiency
• Support cross-functional initiatives and special projects as assigned
• Client Service & Relationship Management– Ability to build, maintain, and strengthen client relationships through responsive, professional, andsolutions-oriented service.
• Insurance & Trucking Industry Knowledge–Understanding of commercial trucking insurance coverages, endorsements, compliance requirements, and operational risks affecting transportation businesses.
• Interpersonal Skills--Focuses on solving conflict, not blaming;Maintainsconfidentiality; Listens to others without interrupting; Keeps emotions under control;Remainsopen to others' ideas and tries new things.
• Communication Skills– Ability to communicate clearly and professionally with clients, carriers, and internal stakeholders through written and verbal correspondence.
• Teamwork--Balances team and individual responsibilities;Exhibitsobjectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals andobjectives; Supports everyone's efforts to succeed.
• Delegation--Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations andmonitorsdelegated activities; Provides recognition for results.
• Leadership--Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Givesappropriate recognitionto others.
• Managing People--Includes staff in planning, decision-making, facilitating and process improvement; Takes responsibility for subordinates' activities; Makesself-availableto staff; Provides regular performance feedback; Develops subordinates' skills and encourages growth; Solicits and applies customer feedback (internal and external); Fosters quality focus in others; Improves processes, products and services; Continually works to improve supervisory skills.
• Attendance/Punctuality--Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability--Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifiesappropriate personwith an alternate plan.
• Initiative--Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Attention to Detail & Accuracy– Strong ability to review policies, endorsements, and documentation to ensure accuracy, completeness, and compliance.
• Organizational & Time Management Skills– Ability to manage multiple accounts, priorities, and deadlines in a fast-paced service environment.
• Problem-Solving Skills– Ability to identify issues, gather information, and collaborate effectively to resolve client or carrier-related concerns.
• Systems & Technology Proficiency– Ability to use agency management systems, CRM platforms, and productivity tools to manage accounts efficiently and maintain data integrity.
• Cross-Functional Collaboration– Ability to work effectively with sales, underwriting, accounting, and operations teams to support account success.
• Professionalism & Confidentiality– Demonstrated ability to handle client, policy, and financial information with discretion, integrity, and professionalism.

Minimum Qualifications:

Required

• High school diploma or equivalent; Associate’s or Bachelor’s degree preferred
• 3–5 years of experience in commercial insurance account management or client service
• Experience servicing trucking or transportation insurance accounts
• Strong knowledge of commercial insurance policies, endorsements, and account servicing processes
• Proficiency with agency management systems (e.g., Salesforce, NowCerts, or similar)
• Excellent organizational, communication, and customer service skills
• Ability to manage multiple accounts and meet deadlines with accuracy
• Active Property & Casualty insurance license (or ability to obtain within a specified timeframe)

Preferred

• Experience in trucking, transportation, or fleet insurance operations
• Prior experience working directly with insurance carriers and underwriters
• Familiarity with audit processes, loss runs, and exposure reporting
• Experience supporting renewals and retention strategies
• Strong understanding of insurance regulatory and compliance requirements

Physical Demands and Work Environment:

• Office-based with standard business hours
• Occasional extended hours during renewal seasons or peak service periods
• Limited travel may be required for client meetings or carrier interactions