Commercial Lines Account Executive - Onsite

Seeking a Commercial Lines Insurance Specialist to manage a large transportation focused book of business. Must have experience managing a book of business. Looking for someone who has at least 3 years of managing a book of business and has strong customer service experience.

In this role, you will be responsible for managing, growing, and retaining a book of commercial transportation accounts, including trucking fleets, motor carriers, logistics companies, and specialty transportation risks. You will serve as the primary strategic advisor to transportation clients, guiding them through complex coverage needs, risk management strategies, market negotiations, and policy administration.

Key Responsibilities:



Client Relationship Management & Strategy

• Serve as the primary relationship manager for a dedicated portfolio of commercial transportation clients (e.g., long-haul trucking, fleet operations, intermodal, cargo, and freight brokerage).
• Conduct comprehensive risk management reviews and coverage analyses to identify exposures and recommend tailored insurance solutions.
• Lead annual renewal strategy meetings, presenting market comparisons, risk evaluations, and coverage enhancements to key client decision-makers.
• Act as a trusted advisor on industry regulations, safety protocols, compliance standards, and market trends affecting transportation fleets.

Account Servicing & Policy Administration

• Oversee the end-to-end policy lifecycle, including new business onboarding, renewals, endorsements, audits, and policy issuances.
• Manage complex coverage lines specific to transportation, including Commercial Auto/Motor Carrier Liability, Physical Damage, Motor Truck Cargo, Auto Physical Damage, General Liability, Excess/Umbrella, Cyber, and Workers’ Compensation.
• Address day-to-day client inquiries regarding coverage interpretation, claims handling, certificates of insurance, and contract reviews.

Marketing & Carrier Negotiations

• Partner with marketing teams and underwriters to market new and renewal transportation accounts.
• Prepare comprehensive submission packages highlighting fleet safety programs, loss history, telematics data, and risk control measures to secure competitive terms.
• Negotiate pricing, policy terms, conditions, and coverage structures with insurance carriers specializing in transportation risks.

Qualifications & Skills

• License: Active State Property & Casualty (P&C) Insurance License required.
• Experience: 3+ years of commercial lines account management or account executive experience in a brokerage/agency setting.
• Industry Knowledge: Deep understanding of transportation insurance products, policy forms, FMCSA regulations, MCS-90 endorsements, state/federal filings, and fleet safety practices.
• Designations (Preferred): CIC (Certified Insurance Counselor), CPCU (Chartered Property Casualty Underwriter), TRS (Transportation Risk Specialist), or CRIS (Construction Risk and Insurance Specialist).
• Technology: Proficiency with agency management systems (e.g., Applied Epic, AMS360, EZLynx) and Microsoft Office Suite (Excel, Word, PowerPoint).
• Skills: Strong client-facing communication, presentation, and negotiation skills. High level of attention to detail and ability to prioritize in a fast-paced environment.

Benefits & Compensation

• Salary: Competitive base salary commensurate with experience ($[X] -$[Y]), plus performance-based bonus potential.
• Health & Wellness: Comprehensive medical, dental, and vision coverage.
• Retirement: 401(k) plan with company matching contribution.
• Time Off: Generous Paid Time Off (PTO), paid holidays, and parental leave options.
• Professional Development: Financial support for continuing education, licensing renewals, and professional designations (e.g., TRS, CIC, CPCU).