Trucking Client Manager
Core
Maintain superb client servicing for Mid-Market Trucking businesses by managing policy changes, processing reports, issuing certificates, and solving problems in real-time.
Role type
Mid-market insurance client manager (trucking)
Builds
Policy administration, monthly reporting, certificates of insurance, and premium financing for trucking clients.
Domain
Insurance / Trucking logistics
Required skills
Policy administration, monthly reporting, certificate issuance, premium financing, carrier requirements knowledge, multitasking, accuracy under tight timelines, Microsoft Excel & Word
Responsibilities
Add/delete vehicles and drivers, process monthly liability and physical damage reports, issue certificates of insurance, process cancellations and reinstatements, assist with premium financing, support account executives with policy building and bulk renewals.
Seniority
Individual contributor, operational support