Account Executive - Commercial Insurance (Transportation)

About This Role

Manage and grow a book of transportation commercial insurance business, coordinating client marketing, servicing, and risk management activities. This role requires strategic execution and hands-on client relationship management to ensure account retention and identify new sales opportunities.

Responsibilities

• Direct daily activities and workflow of the account team
• Maintain high technical competence and industry expertise in commercial insurance, specifically transportation
• Ensure beneficial outcomes using discretion and judgment in client interactions
• Manage client relationships, conduct meetings, and close business deals
• Act as a communication conduit between Producers and the account team
• Manage account activities, including policy administration, billing, and claims
• Manage policy expirations and renewals for commercial accounts
• Conduct research, gather information, prepare submissions, and bind coverage for new business and renewals
• Monitor accounts receivable reports and collect outstanding balances
• Deliver excellent service, anticipate client needs, and respond quickly to requests

Requirements

• 5+ years of industry experience or 7 years of sales, marketing, or relationship management experience
• Thorough knowledge of insurance brokerage and client needs
• Experience to service and support large, complex commercial accounts
• Required active licensing
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience

Skills

* Required skills

Benefits

Certifications