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Trucordia

Client Manager, Transportation

Trucordia

. Manage and maintain relationships with existing commercial insurance clients .

Posted 9/26/2026full-timeRemote • Lindon • North Carolina • United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • 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

What you’ll need
  • 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

Comp & perks
  • Medical, Dental, Vision Life Insurance and AD&D
  • FSA / HSA
  • Accident insurance
  • Critical Illness insurance
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K