Manager, Commercial Insurance Operations [Remote]

Holman is a family-owned, global automotive services organization anchored by our deeply rooted core values and principles that have enabled us to continue Driving What’s Right throughout the last century. Our teams deliver the Holman Experience by treating our customers and each other as we would like to be treated, and creating positive, rewarding relationships all around.

The automotive markets Holman serves include fleet management and leasing; vehicle fabrication and upfitting; component manufacturing and productivity solutions; powertrain distribution and logistics services; commercial and personal insurance and risk management; and retail automotive sales as one of the largest privately owned dealership groups in the United States.

Holman is currently accepting applications for the role of Manager- Commercial Insurance Operations.

Primary Tasks:

• Ensure there is accurate and complete data for existing clients

  • Verify existing Salesforce insurance info is correct (self-insured or full coverage).
  • Implementation route all new client Certificates of insurance for update in SF
  • Salesforce contacts updated for targeted opportunities with risk directors, safety, finance to assure marketing is being reaching targeted roles.

• Identify Upsell Opportunities

  • Identify new implementation opportunities.
  • Identify in Salesforce list of qualified fleet insurance targets with insurance dates 120 days and sooner to make sure targeted audience is on insurance marketing campaigns.
  • Based on opportunity, reach out to AE to set up meeting with fleet contact to introduce fleet insurance capabilities.
  • Review list of upcoming business reviews as potential opportunities and prioritize by insurance effective date, get fleet insurance added to agenda and we will support meeting.
  • Relationship- build with driver services, implementation, accident management, CE’s and their supervisors.
  • Relationship-build with fleet’s insurance brokers for validation and buy-in of fleet insurance programs and opportunities to get F&M and fleet insurance referrals from these insurance brokers (Bonded Filter with AJ Gallagher as an example).
  • Share information with CDM team for possible lease opportunity since likely working with same fleet contact and have fleet vehicle value information. 

• Sales – Sell Fleet insurance products to existing clients.

  • Follow-up on fleet insurance opportunities to obtain information needed to price PDW and/or work with HIS/RP to get pricing for auto liability fleet insurance. 
  • Request PDW pricing from RP
  • Present PDW program and pricing
  • Support Auto Liability coverage opportunities presentations
  • Request PDW amendment and get signature, countersignature
  • Provide any assistance to HIS for binding insurance coverage

• Marketing and SSE - Answer incoming inquiries with interest in fleet insurance products and assist marketing in content creation.

  • Lead follow-up 1:1
  • Continue to create marketing campaigns and materials to support Pardot email campaigns.
  • Respond to emails that are generated through the DRIP campaigns asking for more information on insurance, set up follow-up meeting.
  • Support:  SSE RFP, proposal content and general responses are up to date and support RFP questions.

• Responsible for Internal Education and Support Post Implementation

  • Continue to create internal training materials.
  • Support implementation calls and support internal questions regarding any insurance topic.
  • Onboard new hires to educate them on insurance products.
  • Provide insurance education sessions throughout business via PIE meetings, departmental summits.

• Oversee program expansion

• Bundle other services with Fleet Insurance has been an idea of Craig’s and we met several times last year to discuss creating a safety and insurance bundles and its value

• Bundle the leasing and PDW insurance similar to Enterprise’s offering

• Perform all other duties and special projects as assigned

Education and/or Training:

• Bachelor’s degree in a related field or equivalent work experience
• Additional education, certifications, or other distinctions are a plus
• Proficient in various desktop tools including MS Office Programs (i.e. Outlook, Excel, Word, PowerPoint, Project, Visio, SharePoint etc.)

Relevant Work Experience:

• 2+ years experience, including + 0 - 1 years at a leadership level
• A thorough understanding of the fleet management industry and Holman's products and services is preferred.
• Holman Client facing or Account Management experience 1+ years
• Sales experience is a plus 
• Must have excellent organizational skills and the ability to manage multiple priorities

At Holman, we exist to provide rewarding careers and better lives for employees and their families. We hire, train, empower, and reward exceptional people. Our journey is guided by our desire to get it right every time and the acknowledgement that we have an opportunity to be better. To be better, we have to do better, and to do better we must know better. That’s why we are listening, open to learning new things – about ourselves and each other. We will never stop striving for improved diversity, equity, and inclusion because we are successful together when we feel trusted and supported. It’s The Holman Way.

At Holman, your total compensation goes beyond your paycheck. To position you for success and provide a rewarding career and better life for you and your family, Holman is proud to offer you the benefits you deserve; including protection against illness, disability, loss of work, or preparation for retirement. Below is a brief overview of the programs available to full-time employees (programs may vary by country or worker type):

• Health Insurance
• Vision Insurance
• Dental Insurance
• Life and Disability Insurance
• Flexible Spending and Health Savings Accounts
• Employee Assistance Program
• 401(k) plan with Company Match
• Paid Time Off (PTO)
• Paid Holidays, Bereavement, and Jury Duty
• Paid Pregnancy/Parental leave
• Paid Military Leave
• Tuition Reimbursement

Benefits:

Regular Full-Time

We offer excellent benefits including health, vision, dental, life and disability insurance, and 401(k) with company match. Our time off benefits include Paid Time Off (PTO), paid holidays, bereavement, and jury duty. In addition, we offer paid pregnancy and parental leave, and supplemental paid military leave to eligible employees.

Temporary or Part-Time

In geographic areas with statutory paid sick leave, part-time and temporary employees will receive a paid sick leave benefit that meets the mandated requirements.

Pay:

We offer competitive wages that are commensurate with job-related skills, experience, relevant education or training, and geographic location, starting in the range of $97,450.00 - $141,300.00 USD annually for full time employees. The annual compensation range is comprised of base pay and bonus earnings.

Equal Opportunity Employment and Accommodations:

Holman provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 

If you are a person with a disability needing assistance with the application process, please contact View email address on swooped.co

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.