Trucking Proud - Senior Client Manager (Trucking/Transportation)

Company: Shelby American, Inc.
Location: San Diego
Posted on: May 3, 2025

Job Description:

DescriptionWHO WE AREC3 is different and we like it that way. Our mission is to bring color and a fresh perspective. Our vision is to create peace of mind.Trucking Proud, a division of C3, is California's leading expert in trucking risk and insurance services. As a partner of the California Trucking Association, Trucking Proud serves the greater transportation industry with real-time insights of new legislation and understanding of where the industry is headed. Trucking Proud is PROUD to meet the needs of trucking companies across the nation.At C3, our Senior Client Managers are key in providing our clients with the experience that sets C3 apart in the industry. Senior Client Managers provide fast, effective service of the day-to-day needs of our mid-sized and moderately complex clients by being knowledgeable in coverages, carrier guidelines, underwriting, and legislative changes, maintaining relationships with clients and carrier representatives and assisting in suggesting new lines of coverage for existing clients.WHO YOU NEED TO BE

• You are the best of the best! Your producers and clients love you and you know how to keep them delighted!
• You have the needed expertise and experience (5+ years) to ensure smooth new and renewal marketing, placement, and policy delivery to producers or clients.
• At least 5 years of recent Commercial Lines Client Management experience in trucking/transportation, focused on motor carriers with 10 or more power units preferred.
• Experience with captives, actuarial work, and loss-sensitive programs is a plus.
• You have servicing accounts (endorsements, audits, invoicing, etc.) down to a science.
• You know that quality is key, and your attention to detail is one of your best traits, along with being well organized, excellent at math, and having some great written and oral communication skills.
• Technology is your friend - you usually know all the shortcuts and what you don't know, you learn quickly.
• You know that attitude is everything. You come to work ready to be a team player every day, even if that means having to step up to other duties from time to time.
• You have an active P&C license. If you have a college degree, that sends you to the top of the list, but it isn't required. If you have an insurance designation, that's even better!THE JOBA Senior Client Manager contributes to C3's success by performing the following tasks:
  • Model the C3 culture to service teams through demonstration of company values, mission, and vision.
  • Provide guidance to team on coverage, process adherence, and quality standards.
  • Provide support and develop strong client relationships.
  • Independently service a designated book of business of middle - large market complex clients for one or more producers.
  • Meet regularly with Producers to update, advise, and inform.
  • Analyze and compare current exposures to develop renewal or new business marketing strategies.
  • Manage the marketing process, negotiate rates, and review quotes and coverages for competitiveness and accuracy.
  • Pursue opportunities to round out existing client insurance programs with additional and/or increased lines of coverage.
  • Review and summarize marketing results, prepare proposals, and bind coverage with carriers.
  • Participate and/or support in presenting to clients and key decision makers.
  • Respond to client inquiries, address underwriting questions, providing professional and timely communications with clients, colleagues, and carriers.
  • Perform contract reviews for insurance requirements and advise clients of coverage needs and issue proofs of insurance.
  • Prepare summary of Insurance for renewal or mid-term reviews.
  • Participate in client claims reviews, consult, and follow up on related claims and coverage matters as needed.
  • Ability to prioritize tasks, set and achieve goals, think logically in solving problems, and present results neatly, with clarity and precision in both oral and written format.
  • Ability to present complicated information to a variety of interest groups in a clear and unambiguous way, connecting with the group in terms of style and content.
  • Accountable for retention and proper handling of expiration list and renewals.
  • Handling financial aspects of an account timely and accurately - including invoicing and corrections, responding to client accounting questions, accounting department inquiries, and following up with clients on receivables.
  • Has a deep understanding of the P&C marketplace and is able to underwrite and market accounts providing competitive insurance solutions to our clients.
  • Stay up to date on industry trends and changes including state and governmental regulations.
  • Participate in continuing education and industry events.
  • Maintain confidentiality in review of client's financial documents to include financials, credit information, business plans, and contracts.
  • Maintain files and documentation of communication following company policy and professional standards outlined by the Department of Insurance.
  • Have good verbal and written communication skills for both client and internal communication.
  • Adherence to the stated expectations of the C3's Quality Management Program.
  • May also be a Team Lead over a team or department. Team Lead duties include preparing and delivering performance reviews and compliance with C3's Performance Improvement Process.
  • Perform other responsibilities and duties as needed.THE FINE PRINTWork Environment & Physical Demands
    • You must be able to use a keyboard and other office equipment.
    • Willing to travel to client's sites required, with occasional overnight stays on out-of-state site visits.
    • C3 is an equal opportunity employer.Trucking Proud, powered by C3 Risk & Insurance Services.At C3 Risk & Insurance Services, we offer:
      • Competitive salary
      • 100% employer-paid benefits
      • 401K match
      • Opportunities for growth
      • Flexible working schedules
      • Unlimited PTO to support work/life balance (with a two-week minimum)
      • Fun atmosphere
      • No micromanagement
      • Opportunity to work from home/remoteThe applicable base salary range for this role is $95,000 to $120,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
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Keywords: Shelby American, Inc., Lake Forest , Trucking Proud - Senior Client Manager (Trucking/Transportation), Professions , San Diego, California