Job Description

Job Description

Job Description

We are seeking a highly experienced Commercial Lines Insurance Professional to join our team as an Inside Sales & Support Associate. This role is designed for a candidate with broad commercial lines expertise across multiple industries, coupled with strong, hands-on experience in trucking and transportation risks.

You will serve as a key resource to our agent network, supporting the placement, servicing, and structuring of a wide range of commercial accounts—from small businesses to more complex and specialized risks. Your transportation knowledge will be critical in supporting and growing that segment, while your overall commercial experience will allow you to contribute across the full book of business.

This position plays a vital role in driving technical accuracy, placement success, and service excellence, while helping elevate agent performance and confidence across commercial lines.

Key Responsibilities

Commercial Lines Agent Support & Risk Placement

• Serve as a primary point of contact for agents on commercial lines accounts across multiple industries
• Review submissions for completeness, underwriting quality, and market readiness
• Assist with marketing, quoting, negotiating, binding, and issuing new and renewal business
• Provide strategic guidance on coverage structure, carrier selection, and risk placement
• Support a wide range of accounts, including but not limited to:
• • General liability, BOP, property, auto, umbrella, and workers’ compensation
  • Habitational, contractors, retail, and service industries
  • Trucking, transportation, and motor carrier risks (key area of strength)

Transportation Subject Matter Expertise

• Act as a go-to resource for trucking and transportation accounts, including owner-operators and fleet risks
• Provide insight into carrier appetite, program options, and underwriting requirements specific to transportation
• Review and guide submissions involving driver qualifications, loss history, safety considerations, and regulatory exposure
• Assist in structuring transportation accounts with proper coverages (auto liability, cargo, physical damage, umbrella, etc.)

Policy Servicing & Account Management

• Support endorsements, renewals, and policy changes across commercial accounts
• Handle COIs, additional insured requests, and documentation requirements
• Maintain accurate and detailed documentation within the agency management system
• Ensure compliance with internal standards and carrier guidelines

Agent Training & Development

• Provide guidance and mentorship to agents on commercial lines best practices

·         Educate agents on coverage interpretation, risk assessment, and high-quality submissions

• Share expertise in transportation risks to strengthen agency capabilities in that niche

Operational & Workflow Excellence

• Manage a high volume of service and sales support requests through a ticketing system and phone communication
• Collaborate with underwriters, carriers, and internal teams to move accounts efficiently
• Contribute to improving workflows, response times, and placement outcomes

Qualifications

• Active Property & Casualty Insurance License (required)
• Minimum 5+ years of commercial lines insurance experience
• Strong, well-rounded knowledge of commercial coverage across multiple industries
• Hands-on experience with trucking and transportation risks (required)
• Proven experience with submissions, marketing, and carrier negotiations
• Proficiency with agency management systems (Applied Epic, AMS360, or similar)
• Strong analytical, organizational, and problem-solving skills
• Excellent communication and relationship-building abilities

Preferred Qualifications

• Experience working in a brokerage or agency supporting retail agents
• Established familiarity with transportation carriers, MGAs, or specialty markets
• Experience handling complex or middle-market accounts
• Knowledge of DOT/FMCSA considerations and transportation compliance
• Prior experience mentoring or supporting less experienced agents

What We Offer

• Competitive salary plus performance-based incentives
• Opportunity to work across a diverse commercial book with a growing transportation segment
• A collaborative, high-performing team environment
• Career growth and advancement within commercial and specialty lines

Why Join Us?

At TWFG, we are focused on building depth and expertise across our commercial lines platform. This role is critical in supporting that vision—bringing both broad commercial knowledge and specialized transportation insight to help our agents succeed across all segments.

If you are an experienced commercial insurance professional who enjoys tackling complex risks, supporting others, and contributing at a high level, we encourage you to apply.

Equal Employment Opportunities

TWFG is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other protected characteristic.

Disclaimer

This job description is not intended to cover all activities, duties, responsibilities, and standards of the position and may change at any time with or without notice.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  Incumbents will follow any other instructions and perform any other related duties, as assigned by their supervisor.

TWFG (NASDAQ: TWFG) is a high-growth, independent distribution platform for personal and commercial insurance in the United States and represents hundreds of insurance carriers that underwrite personal lines and commercial lines risks. For more information, please visit  twfg.com .

TWFG – Our Policy is Caring!

The TWFG family is committed to taking care of our customers, our communities, our agents, and all our branches nationwide.  If you are interested in joining the next generation of insurance professionals, you've found the right place.

Compensation:  

In addition to a salary commensurate with position and experience, TWFG offers a full range of benefits including:

o         Medical/Dental/Vision Insurance

o        Life Insurance

o        401K with a matching component

o        LTD – (employer paid)

o        Education reimbursement based on tenure

o        Paid Time Off

o        9 Paid Holidays a year

The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.

Company Description

The Woodlands Financial Group (TWFG) is a national, public organization headquartered in The Woodlands, Texas with over 300 retail offices in 16 states, and 2200 wholesale independent agents in 38 states.

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