Client Manager

Trucordia•Waterloo, IA

1d•Hybrid

About The Position

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.

Requirements

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 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

Responsibilities

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