Fleet Insurance Producer
Position Summary
Prestige Trucking Insurance seeks an experienced Fleet Agent to develop, manage, and grow a portfolio of commercial trucking fleet accounts. This role requires expertise in commercial trucking insurance, strong carrier relationships, and a consultative approach to sales and service.
Responsibilities
- Develop and manage a book of commercial trucking fleet accounts
- Prospect, quote, and bind fleet insurance policies in alignment with company growth strategies
- Prepare and submit complete, accurate fleet submissions to insurance carriers
- Work closely with underwriting to ensure clean submissions, accurate driver rosters, vehicle schedules, and loss histories
- Maintain and strengthen relationships with insurance carriers to secure competitive pricing and coverage
- Advise fleet clients on coverage options including Auto Liability, Physical Damage, Cargo, and General Liability
- Conduct risk assessments and collaborate with clients on safety, DOT compliance, and loss-control strategies
- Support renewals by reviewing account performance, negotiating terms, and implementing retention strategies
- Ensure compliance with all carrier, regulatory, and company requirements
- Collaborate with Account Managers to ensure smooth onboarding, servicing, and ongoing client support
- Maintain accurate documentation and activity tracking in agency management systems
- Partner with marketing and business development teams to support lead generation and fleet growth initiatives
- Monitor account profitability, coverage adequacy, and risk trends within assigned fleet portfolio
Essential Duties and Responsibilities
Develop and manage a book of commercial trucking fleet accounts
Prospect, quote, and bind fleet insurance policies in alignment with company growth strategies
Prepare and submit complete, accurate fleet submissions to insurance carriers
Work closely with underwriting to ensure clean submissions, accurate driver rosters, vehicle schedules, and loss histories
Maintain and strengthen relationships with insurance carriers to secure competitive pricing and coverage
Advise fleet clients on coverage options including Auto Liability, Physical Damage, Cargo, and General Liability
Conduct risk assessments and collaborate with clients on safety, DOT compliance, and loss-control strategies
Support renewals by reviewing account performance, negotiating terms, and implementing retention strategies
Ensure compliance with all carrier, regulatory, and company requirements
Collaborate with Account Managers to ensure smooth onboarding, servicing, and ongoing client support
Maintain accurate documentation and activity tracking in agency management systems
Partner with marketing and business development teams to support lead generation and fleet growth initiatives
Monitor account profitability, coverage adequacy, and risk trends within assigned fleet portfolio
KSA’s
- Fleet & Trucking Insurance Expertise – Strong knowledge of commercial trucking fleet insurance, including coverages, underwriting requirements, and risk characteristics.
- Carrier Relationship Management – Ability to work effectively with insurance carriers to negotiate terms, resolve underwriting issues, and secure competitive programs.
- Sales & Business Development Skills – Ability to prospect, consult, and close fleet accounts through a solutions-oriented, relationship-driven approach.
- Risk Management & Compliance Knowledge – Understanding of DOT compliance, FMCSA guidelines, driver qualification standards, and fleet safety programs.
- Communication & Client Advisory Skills – Ability to communicate complex insurance concepts clearly and professionally to fleet owners and decision-makers.
- Analytical & Organizational Skills – Ability to review loss runs, pricing, and exposure data while managing multiple accounts, renewals, and submissions.
- Collaboration & Teamwork – Ability to work closely with Account Managers, underwriting, operations, and leadership to deliver exceptional client outcomes.
- Professionalism & Accountability – Demonstrated integrity, client advocacy, confidentiality, and accountability in all business activities.
Minimum Qualifications
- Required: 3–5 years of experience in commercial trucking insurance, preferably fleet or large-account focused
- Strong knowledge of Auto Liability, Physical Damage, Cargo, and General Liability coverages
- Experience preparing and managing fleet submissions and renewals
- Familiarity with DOT compliance, safety programs, and fleet risk management practices
- Active Florida 2‑20 General Lines License (or equivalent, where applicable)
- Excellent communication, negotiation, and relationship-management skills
- Proficiency with agency management systems and standard insurance workflows
Preferred Experience
- Experience working with mid-size to large trucking fleets
- Existing relationships with commercial auto or trucking insurance carriers
- Experience collaborating with safety and loss-control programs
- Familiarity with nationwide or multi-state fleet operations
- Proven track record of meeting or exceeding production and retention goals