Trucking Insurance Producer

Responsibilities

• Demonstrate full knowledge of insurance products and their applications.
• Advise and consult with clients on insurance coverage and risk mitigation strategies.
• Manage workflow for an assigned book of business and delegate tasks as needed.
• Maintain client accounts in accordance with agency guidelines.
• Service and monitor account activity, including renewals and policy changes.
• Conduct outreach to existing insureds to enhance or “round out” accounts.
• Collaborate strategically with sales staff to strengthen client relationships.
• Review policies and coverage for accuracy and rating calculations.
• Process endorsements, placement requests, and invoicing.
• Prepare certificates, proposals, policy summaries, and renewal reviews.
• Develop and maintain strong relationships with carriers, vendors, and business partners.
• Oversee marketing and quoting processes for new and renewal business.

Qualifications/Requirements

• 2–5+ years of experience handling trucking or transportation-related commercial insurance accounts.
• Proven ability to meet with clients and provide consultative risk management guidance.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong organizational, communication, and customer service skills.
• Proficient in managing multiple priorities in a fast-paced environment.