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AVP, Transportation Broker

🕒 yesterday
Commercial Auto InsuranceTrucking InsuranceInsurance BrokerageWholesale Placement
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📜 Description

  • Cultivate existing and new retail agent relationships, including Cover Whale agency partners, and contribute to agent onboarding targets.
  • Quote new business and meet individual and team goals for gross written premium quoted.
  • Apply market guidelines and appetite to place submissions with appropriate markets; refer market relationships to help address product and market gaps.
  • Develop expert proficiency in Meridian AMS and recommend system and technology improvements.
  • Help establish service-level workflows for quotes, binds, endorsements, and cancellations.
  • Build and operationalize renewal processes, determine staffing needs, and proactively remarket accounts; use AI and emerging technologies responsibly to improve workflows.

🛠️ Requirements

  • 7+ years of experience in commercial auto or trucking insurance brokerage, wholesale placement, or underwriting.
  • Existing relationships with trucking-focused retail agents and with specialty or E&S markets that could fill gaps in Breakwater's market offerings.
  • Experience building SLAs, service workflows or renewal processes for an insurance team.
  • Familiarity with telematics-based insurance or driver safety programs.
  • Experience using AI tools in day-to-day work.
  • Bachelor's degree, or an equivalent combination of education and experience.
  • Established relationships with retail agents and with insurance markets (carriers, MGAs or program administrators) in the commercial trucking space.
  • Working knowledge of how markets set guidelines and appetite, and what each submission requires.
  • Active Property & Casualty insurance license in your resident state, or the ability to obtain one within 60 days of hire.
  • Strong written and verbal communication and relationship-building skills, with the discipline to meet service level standards on quotes, binds and service items.

✨ Benefits

  • Annual discretionary bonus (set percentage)
  • Dental
  • Vision insurance
  • Company-paid life insurance
  • 401(k) company match up to 4 %
  • Generous paid time off and company holidays
Full job description

The Role

The AVP – Transportation Broker is a producer role on the Breakwater Markets team, a Cover Whale sister company that specializes in commercial auto and trucking placement through retail agents. This person builds and grows the retail agent channel, including Cover Whale's existing agency partners, drives quoted premiums, and brings deep market knowledge to place each submission with the right market. The AVP reports to the Senior Vice President, works closely with the Executive Vice President, and helps shape the Agency Management System, service standards and renewal process as the team scales.

Responsibilities:

  • Retail Agent Development — Cultivate existing and new retail agent relationships and build relationships with Cover Whale's existing retail agency partners (the One Door Concept); contribute to the team goal of onboarding testing agents and retail agents against the targets set in the quarterly scorecard.
  • Production — Quote new business to contribute to the Breakwater team goal for GWP quoted and meet the individual GWP quoted targets set in the quarterly scorecard.
  • Market Expertise — Become an expert in current market guidelines and appetite within two weeks of hire, and use that knowledge to place each submission with the right market.
  • Market Development — Refer existing market relationships to the EVP and SVP for vetting on an ongoing basis, with the goal of filling gaps in Breakwater's market and product offerings; meet the market referral targets set in the quarterly scorecard.
  • Agency Management System — Achieve and maintain expert level proficiency in Meridian AMS and recommend improvements and added technology for the AMS. Attend all weekly team meetings with the EVP and SVP to discuss AMS enhancements.
  • Service Standards — Assist in the creation and adherence to the workflow for service level agreements (SLAs) covering, at a minimum, quote, bind and service items (endorsements and cancellations).
  • Renewals — Assist in building the renewal process and determining the required headcount for in-force accounts. Ensure renewal process is operationalized in accordance with established standards. Proactively remarket accounts in a timely manner.
  • Actively incorporate AI and other emerging technologies into daily workflows to drive efficiency and innovation, while maintaining sound judgment, data integrity, and compliance standards.

Working Conditions: Fully remote position. Standard business hours, with prompt responsiveness to agents and markets to meet service level standards. Primarily office-based computer and phone work, with occasional travel to meet agents and markets and attend industry events.

Requirements

Preferred Qualifications:

  • 7+ years of experience in commercial auto or trucking insurance brokerage, wholesale placement, or underwriting.
  • Existing relationships with trucking-focused retail agents and with specialty or E&S markets that could fill gaps in Breakwater's market offerings.
  • Experience building SLAs, service workflows or renewal processes for an insurance team.
  • Familiarity with telematics-based insurance or driver safety programs.
  • Experience using AI tools in day-to-day work.

Requirements:

  • Bachelor's degree, or an equivalent combination of education and experience.
  • Established relationships with retail agents and with insurance markets (carriers, MGAs or program administrators) in the commercial trucking space.
  • Working knowledge of how markets set guidelines and appetite, and what each submission requires.
  • Active Property & Casualty insurance license in your resident state, or the ability to obtain one within 60 days of hire.
  • Strong written and verbal communication and relationship-building skills, with the discipline to meet service level standards on quotes, binds and service items.
  • Proficiency with agency management systems and the ability to reach expert level in Meridian AMS.

Benefits

At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $93,000 - $130,000 per year. Final base pay is determined based on several factors, including geographical location, skills and experience. Base pay is only part of our total compensation package, which also includes:

  • Annual discretionary bonus (set percentage)
  • Comprehensive and affordable health, dental, and vision insurance
  • Company-paid life insurance, long-term disability, and EAP
  • 401(k) company match up to 4 %
  • Generous paid time off and company holidays

Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture.

Cover Whale is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Values

• Collaboration & Teamwork — We work across teams, share context openly, and win together.

• Commitment & Accountability — We take ownership, follow through, and deliver on what we commit.

• Courage to Grow — We test, learn, and continuously improve—individually and as a company.

• Pride & Excellence — We hold a high bar and take pride in delivering quality work.

• Making a Difference — We focus on outcomes that create real value for our customers.

• Transparency & Trust — We communicate openly, share information, and build trust through clarity and honesty.

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