Client Manager, Transportation

About the Role

We are seeking an experienced Client Manager specializing in insurance to join our team in Leola, PA. In this role, you will manage and service a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention.

Trucordia is built on wildly successful businesses across the country, creating the next great insurance brokerage. We offer an unrivaled combination of people, tools, and solutions, delivering exceptional experiences for our employees, clients, and stakeholders. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have over 5,000 team members across 200 offices who genuinely care about our clients, each other, and the quality of our work.

Responsibilities

• 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

Requirements

• 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

Benefits

• Medical, Dental, Vision
• Life Insurance and AD&D
• FSA / HSA
• Accident, Critical Illness, and Hospital Indemnity Insurance
• Supplemental Health Insurance
• EAP (Employee Assistance Program)
• Pet Insurance
• 11 Paid Holidays
• Flexible PTO
• 401K

Values

• Care: We actively, genuinely care about our clients, each other, and the quality of our work, representing a company people want to work for and do business with.
• Collaborate: We work together continuously because, as a team, we are more powerful and make amazing things happen for our clients and company.
• Lead: We lead with intelligence, hunger, curiosity, energy, and a future-focused attitude of “what’s next.”
• Result-Oriented: We are growth-focused and driven to outperform expectations of what an insurance brokerage can achieve.
• Celebrate: We celebrate both individual successes and collective accomplishments, ensuring the industry recognizes the remarkable company we’re building and the impact we’re having.