Commercial Lines Broking Specialist (Transportation)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Broking Specialist (Transportation) to join a dynamic team. This role offers an exciting opportunity to work with middle-market accounts and specialty P&C market segments, including surplus lines. The successful candidate will play a key role in managing and facilitating the movement of business to partner carriers, negotiating coverage and premiums, and ensuring the achievement of monthly production goals. This is a hybrid position, requiring in-office presence three days per week.

Compensation Package

• Salary: $75,000 - $80,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Collaborate with colleagues to facilitate the movement of business to partner carriers.
• Run reports with specific parameters and review existing books of business for consolidation purposes.
• Engage in regular discussions with partner carriers to maintain strong relationships.
• Independently manage assigned projects with partner carriers.
• Distribute carrier quotes to service teams and follow up on bind status.
• Negotiate coverage and premiums on quotes with carriers.
• Bind business, including processing payments.
• Track results of business movement and ensure monthly production goals are met.
• Provide exceptional service to clients and maintain effective relationships with co-workers and trading partners.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty, Commercial Lines license required (minimum 5 years of experience).
• Experience: Strong knowledge and experience in commercial lines servicing, including remarketing and new business placement. Expertise in middle-market accounts and specialty P&C market segments, including surplus lines.
• Technical Skills: Proficiency in Microsoft Excel (creating, formatting, and evaluating formulas), Word, and other MS Office products. Experience with Applied/Epic or similar agency management software is preferred but not mandatory.
• Soft Skills:
  • Strong organizational skills with the ability to work in a fast-paced environment.
  • High degree of accuracy and attention to detail.
  • Excellent written and verbal communication skills, including active listening and problem-solving abilities.
  • Ability to multitask, prioritize, and work independently while maintaining a professional demeanor.
  • Self-motivated, driven, and able to work effectively in a team environment.
  • Strong sense of urgency and ability to meet deadlines.

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