Commercial Lines Producer – Trucking, Transportation

This is a fully remote position, open to applicants in Florida.

📋 Description

• Receive incoming calls from agencies and clients, delivering bilingual (English/Spanish) assistance for all inquiries related to commercial trucking insurance.

• Promote and sell commercial lines trucking insurance by identifying upsell and cross-sell opportunities tailored to customer and agency needs.

• Assess and underwrite applications for commercial trucking insurance, including renewals, endorsements, and policy modifications, ensuring adherence to underwriting guidelines.

• Analyze risk, establish eligibility, set coverage levels and pricing within authorization limits, and make prompt, clear underwriting decisions.

• Assist the sales process for agency partners, encompassing quotes, coverage discussions, and follow-up on documentation.

• Address inquiries and requests regarding eligibility, underwriting processes, endorsements, policy amendments, renewals, and cancellations.

• Deliver outstanding customer service during each call, ensuring a professional and knowledgeable interaction.

• Precisely record all interactions, decisions, and transactions in the agency management system and CRM tools.

• Resolve customer and agency inquiries at the first point of contact whenever possible, escalating more complex issues as needed.

• Work collaboratively with underwriting, operations, and internal teams to address issues and manage policies.

• Execute related administrative tasks to facilitate seamless agency and policy operations.

⛳️ Requirements

• Current 220 Insurance License (mandatory).

• Must be a resident of Florida (mandatory).

• Proven success in a customer-facing role that involves answering calls, providing insurance assistance, and engaging in sales activities.

• At least 2 years of experience working as a commercial trucking underwriter or in a similar underwriting support role.

• Knowledgeable in commercial auto/trucking insurance products, coverage options, and underwriting standards.

• Familiarity with agency management systems (AMS), CRM software, and the Microsoft Office Suite.

• Strong verbal and written communication skills; capable of articulating insurance concepts clearly and confidently.

• Detail-focused, organized, and able to juggle multiple priorities in a fast-paced setting.

• High school diploma or equivalent is required.

🏝️ Benefits

• Medical, Dental, Vision, Life, and Pet insurance.

• Flexible Spending Account.

• Competitive salaries.

• 401K matching program.

• Work-life balance benefits including Personal Days, PTO Days, 12 Paid Holidays, two Paid Days for Volunteer Service, and Paid Parental Leave.

• Short and Long-Term Disability coverage.

• Employee support programs, including mental health resources.

• Tuition reimbursement opportunities.

• Matching charitable gift program.

• Attractive referral program.

• Commuter benefits.

• Flexible work arrangements: Remote and Hybrid opportunities available.