Transportation Manager Jobs

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Client Manager - Transportation

Christensen Group IncEden Prairie, MN
$65,000 - $95,000

About The Position

This position supports daily client needs on the designated core book of business.

Requirements

  • At least 5+ years of Business Insurance customer service experience (required).
  • Experience with working on books of business that primarily focus on construction (required).
  • Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).
  • Ability to work in a team setting (required).
  • Detail-oriented (required).
  • Ability to organize and prioritize work responsibilities (required).
  • Excellent communication skills – verbal and written (required).
  • Active Resident Property and Casualty insurance license (required).

Nice To Haves

  • Epic experience (preferred).
  • Microsoft Office experience, specifically Word and Excel (preferred).
  • Ability to navigate insurance carrier websites (preferred).

Responsibilities

  • Provide day-to-day client management on a book of business that primarily focuses on transportation accounts.
  • Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
  • Process incoming mail (postal, email and/or faxes) for the team and distribute to team.
  • Process cancellation notices/non-payment issues.
  • Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery.
  • Deliver policies as directed by Producer.
  • Request and prepare policy endorsements.
  • Issue certificates of insurance and deliver special handling certificates.
  • Process client monthly reports.
  • Process premium audits and deliver disputed audits.
  • Follow agency procedures for client management system.
  • Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures.
  • Review expiration checklist and manage workflow per Commercial Lines Service Standards.
  • Work with team to coordinate market ready submissions including specialty applications.
  • Review and roll renewal submissions or create Acord applications as directed by team.
  • Complete online rating with carriers as required for coverage placement as directed by team.
  • Prepare finance agreements with finance companies.
  • Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.
  • Accept special assignments as directed by leader.
  • Support agency directives in effectively managing agency/carrier relationships.
  • Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems.

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Frequently Asked Questions

Common questions about Transportation Manager careers and jobs.

Based on current job postings on Teal, the average Transportation Manager salary in the US is approximately $90,000 per year, with a typical range of $55,000 to $144,000.
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