Trucordia
Trucordia
1,001 – 5,000 Employees
ConsultingLegalLogistics
Trucordia is a national insurance brokerage serving individuals and businesses with tailored risk management and coverage solutions. Its work spans commercial insurance, personal insurance, and employee benefits, helping clients identify and address risks through customized protection strategies. The company’s roles may suit professionals interested in insurance advisory services, client risk analysis, and solutions designed for different personal and business needs.

Commercial Transportation Insurance Client Manager

Manage commercial trucking insurance accounts, including client relationships, policy servicing, renewals, risk reviews, and compliance. This role supports transportation clients through account management, carrier coordination, and risk management recommendations.

Description

  • Manage relationships with existing commercial insurance clients
  • Review policies for suitable coverage and regulatory compliance
  • Process account changes, renewals, and policy endorsements
  • Complete risk assessments and recommend risk management measures
  • Coordinate policy placement with underwriters and insurance carriers
  • Respond to client questions and resolve coverage issues
  • Track compliance with DOT regulations and insurance requirements
  • Prepare certificates, policy summaries, and other insurance documentation
  • Develop initiatives to retain existing clients
  • Keep client information and documentation current in the CRM

Requirements

  • An active Property & Casualty (P&C) insurance license
  • Three to five years of commercial insurance experience, particularly in trucking or transportation insurance
  • Broad knowledge of commercial trucking insurance products and coverage
  • A strong understanding of DOT regulations and transportation compliance obligations
  • Proficiency in insurance policy administration and risk assessment
  • Experience using CRM platforms and Microsoft Office
  • Strong account management and client service capabilities
  • Well-developed analytical and problem-solving skills
  • Excellent attention to detail and organizational ability
  • Clear written and verbal communication skills
  • Knowledge of transportation-industry risk management practices

Benefits

  • Medical, dental, vision, life, and accidental death and dismemberment insurance
  • Flexible spending account and health savings account
  • Accident insurance
  • Critical illness insurance
  • Hospital indemnity coverage
  • Supplemental health insurance
  • Employee assistance program
  • Pet insurance
  • 11 paid holidays
  • Flexible paid time off
  • 401(k)

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