Commercial Lines Specialist – Transportation

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

📋 Description

• Collaborate with the Producer to assess policy copies and applications, engaging in discussions about accounts, market alternatives, coverages, pricing, and marketing strategies.

• Create a comprehensive and detailed submission for potential new business accounts, including company-specific applications using FormPro or Epic custom forms, loss summaries, driver lists, and any other relevant information.

• Support Producers in collecting information to secure quotes for new business when required.

• Present accounts to insurance providers, negotiating pricing and coverages, and addressing underwriting inquiries with Producers and/or potential/existing clients.

• Develop precise, thorough, and professional insurance proposals and consult with Producers on any recommendations or options to be presented.

• Calculate rate exposures for insurance companies willing to share rating information with our agency.

• Summarize losses for evaluation at various deductible or retention levels.

• Maintain accurate documentation of all relevant business-related activities and communications regarding clients' accounts, adhering to agency procedures and guidelines to ensure the protection and security of sensitive client information.

⛳️ Requirements

• A minimum of 5 years of experience in Commercial Insurance.

• Extensive knowledge of commercial lines coverages and markets, particularly in transportation.

• An active General Lines or Property & Casualty License is mandatory.

• Professional Insurance designations such as CIC, CPCU, etc., are essential.

• Transportation-specific designations like TRIP, STAR, etc., are preferred.

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

• Experience with Applied Epic is preferred; however, familiarity with similar Account Management Systems (AMS) is acceptable.

🏝️ Benefits

• Comprehensive employee benefits package, including a robust wellness program.

• Opportunities for Employee Ownership.

• Potential for career advancement within the company.

• Health insurance.

• Dental coverage.

• Vision insurance.

• Prescription drug coverage.

• 401K plan.

• Equity incentive plan.

• Various supplemental benefits for physical, emotional, and financial wellbeing.

• Paid company holidays.

• Paid time off (PTO).