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Trucking Client Manager

Role overview

Qualifications

  • Basic understanding of Microsoft Excel and Word
  • Ability to multitask and work under tight timelines
  • Industry knowledge of Mid-Market Trucking policies
  • Experience in client servicing and problem-solving

Responsibilities

  • Maintain client servicing through policy term and process changes in real time
  • Issue certificates of insurance and process monthly reports
  • Assist Account Executives in building policies and issuing bulk certificates
  • Stay accurate and efficient in maintaining documentation and responding to requests

Key facts

Other skills

  • Problem Solving
  • Multitasking
  • Microsoft Excel
  • Microsoft Word
  • Communication
  • Time Management
  • Detail Oriented

About the company

Howden Capital Markets & Advisory logo

Howden Capital Markets & Advisory

Investment Banking

A leading risk, capital and strategic advisor to the global insurance and reinsurance industries. Founded in 2015, Howden Capital Markets & Advisory (“HCMA”) is one of the premier insurance-focused investment banking groups in the industry.

Company details

IndustryInvestment Banking
Company size11 - 50

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Job description

Who are we?

Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 24,000 employees spanning over 56 countries.

People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden.

Client Manager:

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. This is a fast-paced role and demands that they accurately respond to requests within the expected time-frame laid out by leadership. They must be able to absorb and retain information quickly while ensuring accurate documentation in EPIC.

Tasks & Industry Knowledge:

  • Vehicle/Driver Adds and Deletes – Understand and maintain knowledge of the various carriers requirements for Scheduled and Reporting policies and Driver Guidelines.
  • 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. Process monthly Physical Damage reporting based on TIV.
  • 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.
  • Understand the Mid-Market Trucking industry needs and policy structures.
  • Have the ability to multitask, work under tight timelines and stay incredibly accurate with work product.
  • Have a basic understanding of Microsoft Excel & Word

Compensation and Benefits

The expected base salary range for this role is $55,000 to 80,000, based on experience and location.

In addition to a competitive base salary, Howden also offers a variety of benefits and programs, subject to eligibility, including:

  • 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

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new

  • We support each other in the small everyday moments and the bigger challenges

  • We are determined to make a positive difference at work and beyond

What do we offer in return?

A career that you define. At Howden, we value diversity – there is no one Howden type. Instead, we’re looking for individuals who share the same values as us:

  • Our successes have all come from someone brave enough to try something new

  • We support each other in the small everyday moments and the bigger challenges

  • We are determined to make a positive difference at work and beyond

Reasonable adjustments

We're committed to providing reasonable accommodations at Howden to ensure that our positions align well with your needs.  Besides the usual adjustments such as software, IT, and office setups, we can also accommodate other changes such as flexible hours* or hybrid working*.

If you're excited by this role but have some doubts about whether it’s the right fit for you, send us your application – if your profile fits the role’s criteria, we will be in touch to assist in helping to get you set up with any reasonable adjustments you may require.

*Not all positions can accommodate changes to working hours or locations. Reach out to your Recruitment Partner if you want to know more.

Permanent

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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