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Commercial Lines Specialist – Transportation
Higginbotham. Work with Producer to review copies of policies and applications, discussing accounts, market options, coverages, pricing and marketing strategies.
About the role
Key responsibilities & impact- Work with Producer to review copies of policies and applications, discussing accounts, market options, coverages, pricing and marketing strategies.
- Prepare a complete and thorough submission on prospective new business accounts including company specific applications via FormPro or Epic custom forms, loss summaries, driver lists, and any other pertinent data.
- Assist Producers in gathering information to obtain quotes for new business, when necessary.
- Submit accounts to insurance companies, negotiating the pricing and coverages, and reviewing underwriting questions with Producers and/or prospective/existing clients.
- Prepare accurate, thorough and professional insurance proposals and discuss with Producers any recommendations or options that should be presented.
- Calculate rate exposures for those insurance companies that are willing to share rating information with our agency.
- Summarize losses for analysis at various deductible or retention levels.
- Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account while following agency procedures and guidelines for the same, to ensure protection and security of sensitive client data.
Requirements
What you’ll need- 5+ years of Commercial Insurance experience
- In-depth knowledge of commercial lines coverages and markets, specifically in transportation
- Active General Lines or Property & Casualty License required
- Professional Insurance Designations – CIC, CPCU, etc.
- Transportation specific designations preferred - TRIP, STAR, etc.
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Benefits
Comp & perks- Generous employee benefits package which includes a robust wellness program
- Employee Ownership Opportunities
- Career progression opportunity – the potential for growth within the company
- Health insurance
- Dental
- Vision
- Prescription drug coverage
- 401K
- Equity incentive plan
- Multiple supplemental benefits for physical, emotional, and financial wellbeing
- Company paid holidays
- PTO
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial insuranceinsurance proposalsrate exposure calculationloss summary analysisaccount managementnegotiationsubmission preparationquote gathering
Soft Skills
communicationcollaborationattention to detailorganizational skillsprofessionalism
Certifications
General Lines LicenseProperty & Casualty LicenseCICCPCUTRIPSTAR