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Key Accountabilities/Deliverables:

• Conducts an extensive survey evaluation/audit of all commercial auto product line accounts including passenger transportation, trucking (common carrier, contract carrier, and/or private carrier accounts whose transportation may be incidental to their primary type of business), and car rental operations. (May also cover specialized products such as blasting or other designated specialties).

• Responds to assigned visit requests within region.

• Identifies and communicates with corresponding underwriter regarding potential accounts requiring visits.

• Writes comprehensive reports, within an established time frame, detailing findings from visits/surveys to make recommendations to improve the policyholder’s operation.

• Conducts follow-up assessments of accounts based on a plan established after the visit report is complete and approved.

• Manages complex scheduling with policyholders, underwriters and home office staff to meet the time demands of the visit assignments and reporting requirements.

• Understands and responds to the safety and compliance needs within assigned territory collaborates with other staff as necessary to ensure these needs are met.

• Establishes a working relationship with underwriters in all product lines, as well as the claims group, to facilitate and complete work assignments.

• Submits reports and findings to the requesting underwriter and total quality administrator, via designated email address.

• Stays current with local transportation regulations as they apply to the assigned territory (TLC, State DOT etc.), as well as applicable OSHA regulations.

• Participates in meetings/seminars with policyholders at their locations, online, and at Lancer or industry meetings and conventions, as necessary.

• Writes/edits safety articles as necessary.

• Manages all email, web and cell phone communication timely and appropriately.

Technical Knowledge and Understanding:

• Proficient in all standard Microsoft Office products including Outlook, Word, Excel, PowerPoint

• Proficient in the use of virtual meeting software

• Comfortable learning and utilizing custom web reporting software as well as navigation of company website as a resource

• Proficient in Federal Motor Carrier (US DOT) regulations, preferably including passenger transportation and applicability of such

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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program