Concierge Transportation Specialist

A professional and detail-oriented Transportation Specialist to support our agent and wholesale partners within the transportation business. This role is part of the initial placement efforts that are aimed at enhancing the agent/wholesaler experience through a centralized solution-focused service model.

The Transportation Specialist will act as a key liaison between our agents and internal processesensuring smooth submission workflows clear communication and a high level of service consistency. This position offers the opportunity to grow within the transportation insurance space with comprehensive training and mentorship provided.

We are seeking a dynamic experienced and customer centric mindset individual that will focus on enhancing the agent/wholesaler. This role will require an individual that is organized a problem solver with multi-tasking capabilities. It will require an individual that is open-minded to change and flexible and be responsible for providing streamlined solutions ensuring high-quality customer service and integrating necessary technology to optimize operations.

Key Responsibilities:

Initial Point of Contact:

• Serve as the main liaison for agents and wholesalers ensuring efficient access to transportation solutions.
• Work as a team player to streamline processes and facilitate communication to enhance partner satisfaction.

• Be open to offer suggestions/ideas for process improvements as the Concierge is in its development stages
• Promote a collaborative environment that fosters professional growth and development for themselves and for team members

Solution Delivery:

• Design innovative solutions tailored to agent needs targeting a near 100% solution rate.
• Oversee the delivery of solutions across three categories: Program & Specialty Contract Binding and Wholesale.
• Assist in creating a feedback loop for agents/wholesalers to share insights driving improvements in processes and solutions.

• Understand Zendesk Surefyre HubSpot and other systems that are introduced to the Concierge
• Utilize data analytics to monitor inquiries track solution effectiveness and enhance agent satisfaction.

Qualifications:

Skills:

• Exceptional interpersonal and communication abilities.
• Strong analytical skills with a solution-oriented mindset.
• Ability to navigate complex inquiries and provide timely resolutions.

Requirements:

• Ability to Travel
• See Education and Experience below

Education/Experience:

Education:Bachelors degree in business administration Transportation Management or a related field; P&C licensed preferred.

Experience:

• Minimum of 3 years of experience in the transportation sector with a strong focus on customer service.
• Proven track record in a team environment ideally within the insurance industry with knowledge of agent needs