Transportation Specialist

1 week ago

Clear Lake, United States The Paladin Group Full time

Transportation Specialist

[Full-Time]

The Paladin Group is looking for a Transportation Specialist to join their team

Company Overview:

Insuring the future for you and your business is our specialty. At The Paladin Group, you can count on our team of trusted experts to help you make the best decisions that are right for you. We're the local, independent insurance agency based right here in Cedar Falls, founded in 2016 by Corey Schatz. We're committed to the highest quality of service, integrity, and professionalism, and offer an incredible range of insurance knowledge and innovative products to choose from.

Position Summary:

The Transportation Specialist primarily focuses on Trucking Insurance. They are responsible for calling and consulting potential clients that are in need of an insurance policy.

General Job Duties:

  • All employees are responsible for a basic knowledge of the employee culture book, along with the mission and vision of The Paladin Group and must conduct themselves with behavior that supports these values.
  • All employees are responsible for making the most of their working time and reach maximum potential by being on time for appointments, checking voicemails/emails as appropriate and completing deadlines in a timely manner.
  • All full time employees are required to work at least 40 hours a week.
  • All employees are expected to escalate issues as necessary.
  • All employees must conduct themselves in a respectful and professional manner as outlined in The Paladin Group's code of ethics and conduct, as found in the culture book.
  • All employees will specifically be trained on their job duties, however; other mandatory trainings may be deemed appropriate by management for one or all members of the team.
  • All employees must occasionally collaborate with the leadership team to create, revise, and maintain accurate job descriptions.
  • Other projects and/or duties as assigned.
Essential Job Functions:
  • Travel is expected to visit with clients and agents, 1-2 times a year.
  • Balance making cold calls to accounts as well as handling current accounts from their book of business
  • Make as many calls as needed to build a pipeline of leads that exceed 10 at all times
  • Submit opportunities to manager
  • Call and sell the quote to insured
  • Be knowledgeable about the product
  • Identify prospective customers, lead generation and conversion
  • Contact new and existing customers to discuss needs
  • Answer questions about the products
  • Negotiate prices and terms
  • Collaborate with colleagues
  • Maintain contact lists and follow up with customers to continue relationships
Position Requirements:

The requirements listed below are representative of the knowledge skills and abilities required. Employees who do not possess the requirements for a job at the time of hire will not be considered for the position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Skills and Experience:
  • Strong communication skills
  • Ability to work both individually and as a team.
  • Strong organizational skills
  • Attention to detail
  • Ability to multitask
Desired Skills and Experience:
  • Experience in insurance
  • Sales experience
Education Requirements:
  • Highschool Diploma
  • 4-year degree in related field preferred.
  • Property & Casualty Insurance License (If you don't have this currently then must complete P&C license exam within 90 days of employment.)
Language Requirements:

The primary language of The Paladin Group is English. Excellent communication skills are defined as the ability to:
  • Actively listen for total comprehension
  • Ask questions that enhance the understanding of a certain topic
  • Relay information and/or instruction in a descriptive and understandable fashion in both written and verbal forms


Mathematical Requirements:

This role involves mathematical thinking. Basic subtraction, multiplication, and division skills to the general degree are required. The ability to negotiate dollar amounts and factor the value of given amounts are required.

Reasoning Ability Requirements:

Professional-level, reasoning abilities are necessary to process complex information, delegate duties, and prioritize deadlines.

Physical Requirements:

Occasional lifting up to 20 lbs. may be necessary from time to time. Must be able to sit for long periods of time, view a computer monitor, and type (up to 8 hours a day).

FLSA Status:

Exempt: Exempt employees are defined legally as working at least 30 hours per week, however; full time positions at The Paladin Group require at least 40 hours. Occasionally, time over 40 hours may be necessary in order to meet the requirements of the position. They are considered full time, paid an annual salary, and are eligible for all employee benefits.

Schedule Expectations:

The Paladin Group's normal hours of operation are from Monday through Friday, from 8:30 am to 5:00 pm.

Salary: This position requires a minimum of 40 hours worked within a week and the schedule may be flexible as determined in the employee handbook. As long as performance expectations are met, salaried employees may flex his or her schedule, subject to preapproval of one's direct supervisor.

Supervision Requirements:

This position reports to: Sales Manager

The Paladin Group is proud to be an EEO employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age. We strongly encourage minorities, veterans, and individuals with disabilities to apply for career opportunities at our company

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