Commercial Lines Producer – Trucking, Transportation

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🕒 2 days ago

🗣️🇪🇸 Spanish Required

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Logo of Team Focus Insurance Group

Team Focus Insurance Group

201 - 500 employees

Founded 1998

☁️ SaaS

🤝 B2B

Insurance • SaaS • B2B

Team Focus Insurance Group is a provider of flexible, cloud-based core administration and underwriting platforms designed to help insurance companies manage exposure, improve operating costs, and maximize profitability. Their InFocus Platform supports customer service, policy, billing, claims administration, and more, with a focus on real-time risk management. Team Focus offers tailored solutions and business process outsourcing (BPO) services to insurance companies, managing tasks like agency services, print, mail, and regulatory reporting. With a strong emphasis on technology and service integration, Team Focus Insurance Group caters to insurance startups and managing general agents (MGAs) by enhancing efficiency and providing bespoke software solutions.

📋 Description

• Answer inbound calls from agencies and clients, providing bilingual (English/Spanish) support for all commercial trucking insurance inquiries • Sell and promote commercial lines trucking insurance: identify upsell and cross-sell opportunities based on customer and agency needs • Review and underwrite commercial trucking insurance applications, renewals, endorsements, and policy changes, ensuring compliance with underwriting guidelines • Evaluate risk, determine eligibility, set coverage and pricing within authority, and make clear, timely underwriting decisions • Support the sales process for agency partners, including quoting, coverage explanations, and documentation follow-up • Handle questions and requests regarding eligibility, underwriting, endorsements, policy changes, renewals, and cancellations • Maintain exceptional customer service during every call, ensuring a professional and knowledgeable experience • Accurately document all interactions, decisions, and transactions in the agency management system and CRM tools • Resolve customer and agency issues at first contact when possible, escalating complex cases as necessary • Collaborate efficiently with underwriting, operations, and internal teams on issue resolution and policy management • Perform related administrative tasks to ensure smooth agency and policy operations

🎯 Requirements

• Active 220 Insurance License (required) • Must reside in the state of Florida (required) • Demonstrated success in a customer-facing role answering calls, providing insurance support, and participating in sales • Minimum of 2 years working as a commercial trucking underwriter or in a similar underwriting support capacity • Proficiency with commercial auto/trucking insurance products, coverage, and underwriting standards • Experience with agency management systems (AMS), CRM software, and Microsoft Office Suite • Effective verbal and written communication skills; able to explain insurance concepts clearly and confidently • Detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment • High school diploma or equivalent required

🏖️ Benefits

• Medical, Dental, Vision, Life, Pet • Flexible Spending Account • Competitive Salaries • 401K Match • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave • Short and Long-Term Disability • Employee Support Programs, Including Mental Health • Tuition Reimbursement • Matching Charitable Gift Program • Lucrative Referral Program • Commuter Benefits • Flexibility: Remote and Hybrid Opportunities Available

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