Transportation Client Services Representative

Job Summary

Seeking a detail-oriented and organized Transportation Client Services Representative to provide high-volume servicing support within a transportation insurance division. This role focuses on post-binding activities, including file management, tax documentation, policy reviews, agency communication, and carrier requests.

The ideal candidate will have a solid foundation in the insurance industry, strong organizational skills, and a willingness to learn the wholesale brokerage business. This position offers a hybrid work arrangement within a collaborative, team-oriented environment.

Responsibilities

• Provide high-volume servicing support for a diverse portfolio of transportation insurance accounts.

• Manage post-binding activities, including file management, tax documentation, policy reviews, and agency communication.

• Address agency billing inquiries, follow up on non-payment matters, and assist with accounting-related tasks.

• Respond to carrier requests and ensure timely resolution of service inquiries.

• Utilize agency management software to maintain accurate records and documentation in a paperless environment.

• Collaborate with internal team members to ensure efficient service delivery.

• Maintain strong professional relationships with agents, carriers, and other stakeholders.

• Ensure accuracy and compliance with established procedures while managing multiple priorities.

Qualifications/Requirements

• Previous experience in the insurance industry, preferably within a retail agency, wholesale brokerage, or carrier environment.

• Strong attention to detail, organizational skills, and the ability to manage a high volume of service requests.

• Excellent verbal and written communication skills.

• Familiarity with installment billing, accounting processes, and insurance documentation is preferred.

• Proficiency with computers and the ability to learn agency management software.

• Strong problem-solving skills and the ability to prioritize tasks effectively.

• Collaborative, team-oriented mindset with a willingness to learn and develop professionally.

• Ability to work independently while maintaining accuracy and efficiency in a fast-paced environment.

Compensation Package

• Base Salary: $55,000 – $60,000 annually, commensurate with experience.

• Bonus Potential: Eligible for quarterly performance-based bonuses.

• Benefits: Competitive benefits package and professional development opportunities.

• Work Arrangement: Hybrid.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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