Client Executive, Transportation & Logistics

EPIC Brokers$125K — $150K *
Transportation
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Extensive knowledge of Trucking & Logistics insurance and industry risks
  • Significant experience with contracts, risk transfer, and indemnification provisions
  • Strong negotiation and insurance placement proficiency
  • Demonstrated ability to manage sophisticated client relationships
  • Excellent written, verbal, and presentation skills
  • Advanced proficiency in Microsoft Office Suite
  • Experience with Sagitta and ImageRight preferred
  • Proven ability to leverage technology and data analytics

Responsibilities

  • Partner with Producers and Practice Leaders for new business development and account expansion
  • Serve as the lead client advisor for complex Trucking insurance accounts
  • Develop and implement tailored insurance and risk management strategies
  • Evaluate client exposures and recommend coverage structures
  • Coordinate with internal teams to deliver integrated client solutions
  • Lead renewal strategy meetings and stewardship presentations
  • Review and interpret insurance policies and construction contracts

Benefits

  • Hybrid work environment
  • Ongoing professional development opportunities
  • Mentorship from experienced industry professionals
  • Access to cutting-edge technology and data analytics tools
  • Strong company culture focused on teamwork and client service
Full Job Description
LOCATION: Hybrid, Wall, NJ

JOB OVERVIEW:

We are seeking a highly experienced Client Executive to join our Transportation and Logistics Practice. This level, client facing individual contributor will be responsible for managing complex Trucking insurance programs for large clients throughout the United States.

The ideal candidate will possess deep expertise in trucking insurance, extensive knowledge of trucking & logistics risk exposures and strong relationships within the marketplace. This individual will serve as a strategic advisor to clients and ongoing management of sophisticated insurance and risk management programs while driving client retention and growth.

As a key member of the client management team, the Client Executive will provide leadership, mentorship and technical guidance to colleagues while delivering exceptional client service and supporting business development initiatives.

ESSENTIAL DUTIES & RESPONSIBILITIES
  • Partner closely with Producers and Practice Leaders to support new business development, client retention and account expansion opportunities.
  • Serve as the lead client advisor and relationship manager for a portfolio of complex construction accounts.
  • Develop and implement comprehensive insurance and risk management strategies aligned with clients' business objectives.
  • Evaluate client exposures and provide strategic recommendations related to coverage structure.
  • Coordinate internal resources across Claims, Risk Control, Placement, Analytics, and Client Service teams to deliver integrated client solutions.
  • Lead renewal strategy meetings, stewardship presentations, and carrier discussions.
  • Review and interpret insurance policies, endorsements, construction contracts, indemnification agreements, and insurance requirements.
  • Maintain strong relationships with carriers, underwriters, and other industry stakeholders.
  • Monitor Trucking & Logistics market activity, project trends and industry developments to identify client opportunities and risks.
  • Mentor and support Client Managers and service team members through technical expertise, knowledge sharing and collaboration.

REQUIREMENTS:
  • Extensive knowledge of Trucking & Logistics insurance and industry risks
  • Significant experience with (T&L) contracts, risk transfer, indemnification provisions and insurance specifications.
  • Strong negotiation and insurance placement experience.
  • Demonstrated ability to manage sophisticated client relationships and lead service initiatives.
  • Excellent written, verbal, presentation, and interpersonal communication skills.
  • Advanced proficiency in Microsoft Office Suite.
  • Experience with Sagitta and ImageRight preferred.
  • Proven ability to leverage technology, data analytics and AI-enabled tools to improve efficiency and client outcomes.
  • Strong analytical, organizational, and project management capabilities.
  • Ability to work independently while collaborating effectively across multiple teams.

EDUCATION & EXPERIENCE
  • Bachelor's degree preferred
  • Minimum 5+ years supporting large T&L clients
  • Professional designations such as CPCU, CIC, CRM, ARM or equivalent are highly desirable.

LICENSES & CERTIFICATIONS
  • Active Property & Casualty Broker License.
  • Ability to maintain all required licensing and continuing education requirements.
  • Valid driver's license.

COMPENSATION:

Exempt: The base salary range for this position is $125,000 - $150,000. This range represents the employer's good faith estimate of the compensation for this role at the time of posting.

Actual compensation will be determined based on factors such as experience, skills, training, certifications, education, internal equity, and market data. This role may also be eligible for bonuses and a comprehensive benefits package.

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

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