Client Manager
Andreini
Client Manager
We 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 clients
- Review and analyze insurance policies to ensure appropriate coverage and compliance
- Process policy changes, renewals, and endorsements for insurance accounts
- Conduct risk assessments and provide risk management recommendations
- Coordinate with underwriters and insurance carriers for policy placement
- Handle client inquiries and resolve coverage-related issues
- Monitor and ensure compliance with DOT regulations and insurance requirements
- Prepare insurance documentation, certificates, and policy summaries
- Develop and implement client retention strategies
- Maintain accurate client records and documentation in CRM system
Qualifications
- Bilingual (English/Spanish)
- Active Property & Casualty (P&C) Insurance License required
- 3-5 years of commercial insurance experience, with specific focus on trucking/transportation insurance
- Comprehensive knowledge of commercial trucking insurance products and coverage
- Strong understanding of DOT regulations and transportation compliance requirements
- Proficiency in insurance policy management and risk assessment
- Experience with CRM software and MS Office Suite
- Excellent account management and client service skills
- Strong analytical and problem-solving abilities
- Detail-oriented with exceptional organizational skills
- Effective written and verbal communication skills
- Knowledge of transportation industry risk management practices
Additional Information
Please see our company Benefits:
- Medical, Dental, Vision
- Life and AD&D insurance
- FSA / HSA
- Commuter & Child Care FSA
- Cancer Support Benefits
- Pet Insurance
- Accident & Critical Illness
- Hospital Indemnity
- Employee Assistance Program (EAP)
- 11 Paid Holidays
- Flexible PTO
- 401K
Vacancy posted 2 days ago
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