Sales Representative Property and Casualty License 1099

Essential Duties and Responsibilities

• Develop and maintain relationships with trucking and transportation clients.
• Identify client insurance needs and recommend appropriate coverage solutions.
• Generate new business through outbound sales efforts, referrals, and inbound leads.
• Leverage company technology, CRM, and support systems to manage leads and client accounts.
• Educate clients on policy coverage, exclusions, and risk management strategies.
• Stay informed on industry trends, regulatory changes, and coverage requirements that affect the trucking businesses.
• Collaborate with underwriting, customer service, and claims teams to ensure seamless client onboarding and servicing.
• Maintain accurate documentation of sales activities and client communications.
• Provide ongoing support to clients throughout the policy lifecycle, including renewals and coverage updates.

Knowledge / Skills / Abilities (KSA’s)

• Sales & Negotiation Skills – Ability to prospect, qualify, present, and close insurance opportunities through consultative selling, objection handling, and effective negotiation techniques.
• Client‑Focused Mindset – Ability to understand client needs, provide tailored insurance solutions, and deliver value‑driven service throughout the policy lifecycle to promote retention and long‑term relationships.
• Insurance Products & Industry Knowledge – Working knowledge of commercial trucking insurance products, policy structures, coverage options, exclusions, and regulatory considerations affecting transportation businesses.
• Communication Skills – Ability to communicate clearly, confidently, and professionally with clients, carriers, and internal teams through verbal discussions, written correspondence, and virtual meetings.
• Client & Relationship Management Skill in developing trust‑based relationships with clients, prospects, and partners through consistent follow‑up, professionalism, and customer advocacy.
• Time Management & Organizational Skills – Ability to manage multiple leads, accounts, and follow-ups while meeting deadlines, sales targets, and documentation requirements.
• Problem‑Solving Capabilities – Ability to assess client situations, respond to objections or changes, and adapt sales strategies based on client needs, market conditions, or regulatory changes.
• Attention to Detail & Compliance Awareness – Ability to accurately document sales activities, ensure policy accuracy, and adhere to licensing, regulatory, and company compliance standards.
• Technology & Systems Proficiency – Ability to effectively use CRM systems, agency management platforms, and sales tools to track leads, manage accounts, and monitor performance metrics.
• Professionalism & Accountability – Demonstrated reliability, integrity, and accountability in meeting sales objectives, following through on commitments, and representing Prestige Trucking Insurance professionally.

Minimum Qualifications

• Required: Active Property & Casualty Insurance License, Florida 2-20 License
• Proven experience in insurance sales
• Excellent verbal and written communication skills
• Strong interpersonal and relationship-building abilities
• Self-motivated, results-driven, and able to work independently or as part of a team

Preferred

• Experience working with trucking, transportation, or logistics clients
• Familiarity with agency management systems or CRM platforms