Account Executive - Commercial Insurance (Transportation)

About This Role

This Account Executive role involves the strategic coordination and execution of client marketing, servicing, risk management, and sales activities within the transportation insurance sector. The individual will manage a book of business primarily focused on transportation clients, increase account retention, and resolve complex customer service problems, while actively seeking to grow the company's business through identifying and acting on sales opportunities.

Responsibilities

• Direct daily activities and workflow of the account team
• Maintain high technical competence and industry expertise
• Ensure beneficial outcomes using discretion and judgment
• Manage client relationships, conduct meetings, and close business
• Act as a communication conduit between Producers and the account team
• Manage account activities, policy administration, billing, and claims
• Manage policy expirations and renewals
• Conduct research, gather information, prepare submissions, and bind coverage for new business and renewals
• Monitor reports and collect outstanding balances for accounts receivable
• Maintain data accuracy in agency management systems
• Ensure timely completion of activities
• Deliver excellent service, anticipate needs, and respond quickly to requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership, championing company values

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 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)
• High School Diploma (or equivalent)

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