Trucking Client Manager

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🔥 1 minute ago

🏄 California – Remote

🏄 California – Remote

💵 $55k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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Howden, A Chart Industries Company

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Howden, A Chart Industries Company is a leading global provider of mission critical air and gas handling products. We support customers across a broad and diverse range of industries, enabling their vital processes to achieve environmental and operational compliance and efficiencies including decarbonisation of operations. We have over 160 years of heritage as a world-class application engineering and manufacturing company with a presence in 35 countries. Howden manufactures highly engineered fans, compressors, rotary heat exchangers, steam turbines, and other air and gas handling products, services and solutions.

📋 Description

• The primary focus of this role is to maintain superb client servicing through the policy term. • Client Manager’s process changes (Vehicle, Driver, Location, Policy Limits, etc.) and certificates in real time to support Mid-Market Trucking businesses. • They must be extremely accurate and efficient in maintaining their EPIC home screen tasks that include but are not limited to: adding/deleting vehicles, adding/deleting drivers, processing monthly reports, processing financing requests, issuing certificates, processing cancellations/reinstatements, communicating challenges with clients or producers and most of all solving problems either on their own or with their Account Executives and Producers. • At times, they will need to support their Account Executives in building policies and importing/issuing batch renewal certificates.

🎯 Requirements

• Understand and maintain knowledge of the various carriers requirements for Scheduled and Reporting policies and Driver Guidelines. • Vehicle/Driver Adds and Deletes • Location Changes, Limit Changes, and Other Policy Changes • Monthly Reporting – Work with clients and carriers for Trucking Liability Monthly Reporting policies based on Unit Count, Revenue, or Mileage. • Certificates of Insurance – Issued certificates as needed to the client based on policy structure and endorsements available. • Understand issuing Transportation specific certificates to UIIA, Los Angeles KwikComply, Highway, Registry Monitoring Services, DAT/Certificial, and Direct Chassis. • Understand and Support Needs for Federal Motor Vehicle Filings • Cancellations & Reinstatements – Process Premium Finance and Carrier cancellations and reinstatements following procedure. • Premium Financing – Assist client with add-on contracts to the finance agreement for premium bearing endorsements. • Assist Account Executive in building Master Marketing submission within Agency Management System to market renewal. • Assist in Renewal Process of binding and issuing bulk certificates when needed. • Have the ability to multitask, work under tight timelines and stay incredibly accurate with work product. • Have a basic understanding of Microsoft Excel & Word.

🏖️ Benefits

• Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts • 401(k) retirement plan • Flexible Paid Time Off and paid parental leave • Life and Disability insurance