Client Manager

Company DescriptionExtraordinary opportunity. Exceptional experience.Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.Trucordia ValuesWe actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.Job DescriptionWe 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.Manage and maintain relationships with existing commercial insurance clientsReview and analyze insurance policies to ensure appropriate coverage and complianceProcess policy changes, renewals, and endorsements for insurance accountsConduct risk assessments and provide risk management recommendationsCoordinate with underwriters and insurance carriers for policy placementHandle client inquiries and resolve coverage-related issuesMonitor and ensure compliance with DOT regulations and insurance requirementsPrepare insurance documentation, certificates, and policy summariesDevelop and implement client retention strategiesMaintain accurate client records and documentation in CRM systemQualificationsActive Property & Casualty (P&C) Insurance License required3-5 years of commercial insurance experience, with specific focus on trucking/transportation insuranceComprehensive knowledge of commercial trucking insurance products and coverageStrong understanding of DOT regulations and transportation compliance requirementsProficiency in insurance policy management and risk assessmentExperience with CRM software and MS Office SuiteExcellent account management and client service skillsStrong analytical and problem-solving abilitiesDetail-oriented with exceptional organizational skillsEffective written and verbal communication skillsKnowledge of transportation industry risk management practicesAdditional InformationPlease see our company Benefits:Medical, Dental, Vision Life and AD&D insuranceFSA / HSACommuter & Child Care FSACancer Support BenefitsPet InsuranceAccident & Critical IllnessHospital IndemnityEmployee Assistance Program (EAP)11 Paid HolidaysFlexible PTO401KTrucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.