California Licensed Trucking Client Manager

Job Summary

Maintaining superb client servicing for Mid-Market Trucking businesses, the full-time California Licensed Trucking Client Manager will process policy changes, issue certificates, and support account executives while working remotely.

Key responsibilities

• Manage vehicle and driver additions/deletions, and process monthly reports for Trucking Liability policies
• Issue certificates of insurance and assist with cancellations, reinstatements, and premium financing
• Support account executives in building policies and managing the renewal process, ensuring accurate documentation in EPIC

Required qualifications

• Experience in the Mid-Market Trucking industry and understanding of policy structures
• Proficiency in Microsoft Excel and Word
• Ability to multitask and work under tight timelines while maintaining accuracy
• Knowledge of federal motor vehicle filings and premium finance processes
• Strong problem-solving skills and ability to communicate effectively with clients and producers