Trucking Client Manager
Core
Maintain superb client servicing for Mid-Market Trucking businesses by managing policy changes, processing reports, and issuing certificates in real-time.
Role type
Client Manager (Insurance Operations)
Builds
Policy administration and compliance documentation for trucking clients
Domain
Insurance / Trucking Logistics
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Policy administration, Certificate issuance, Monthly reporting, Premium financing, Carrier communication, Data accuracy, System navigation (EPIC)
Preferred skills
Microsoft Excel, Microsoft Word, Mid-market trucking industry knowledge
Responsibilities
Add/delete vehicles and drivers, Process monthly liability and physical damage reports, Issue certificates of insurance, Process cancellations and reinstatements, Assist Account Executives with policy building and renewals, Communicate challenges with clients and producers
Seniority
Individual Contributor