Transportation Specialist (Sales Agent)

About the role

The Transportation Specialist is a results-driven Sales Agent responsible for developing, managing, and growing a book of business within the transportation sector. This role focuses on providing tailored insurance solutions for trucking companies, logistics providers, and related businesses.

Responsibilities

• Develop and maintain a pipeline of transportation-focused prospects, including trucking companies, owner-operators, and logistics firms.
• Generate new business through outbound calls, referrals, networking, and industry relationships.
• Assess client risk exposures and recommend appropriate insurance solutions, including Workers’ Compensation, Commercial Auto, General Liability, and Umbrella policies.
• Prepare and present quotes, proposals, and coverage comparisons to clients.
• Negotiate terms with carriers and processing to secure competitive coverage and pricing.
• Manage the full sales cycle from prospecting to binding coverage and onboarding.
• Maintain and grow an existing book of business through renewals, cross-selling, and upselling opportunities.
• Stay current on transportation industry trends, regulations, and insurance market changes.
• Ensure accurate documentation and compliance with company policies and regulatory requirements.
• Collaborate with internal teams (processing, service, and claims) to ensure a seamless client experience.

Requirements

• Minimum of 3 years of experience in insurance sales, with a focus on transportation or commercial lines preferred.
• Proven track record of meeting or exceeding sales targets.
• Strong understanding of transportation risks, including DOT regulations, fleet operations, and driver exposures.
• Active Property & Casualty (P&C) license.
• Excellent communication, negotiation, and relationship-building skills.
• Self-motivated with a strong sense of urgency and accountability.
• Ability to manage multiple priorities in a fast-paced, performance-driven environment.

Preferred Qualifications

• Existing book of transportation business.
• Experience working with trucking, logistics, or fleet-based clients.
• Familiarity with agency management systems (e.g., EPIC, Salesforce, or similar platforms).

Benefits

• Competitive base salary plus commission structure.
• Uncapped earning potential based on performance.
• Medical, dental, and vision insurance options.
• 401(k).
• Paid time off and company holidays.
• Ongoing training and professional development opportunities.

Work Environment

• Office-based.
• High-performance, team-oriented sales environment with opportunities for advancement.

Why Join Us?

Join a growing organization that is highly specialized and structured to support sales success. With dedicated departments supporting processing, service, and claims, our sales team can focus on what they do best: building relationships and closing business. We offer clear growth paths, performance-based increases, and a culture that rewards results.