Account Executive, Insurance Trucking Division

SUMMARY :

Account Executives provide excellent customer service by ensuring all client needs are met while engaging in behaviors such as cross-selling and development of new business. They build robust relationships through working to understand client needs and providing solutions that effectively protect the client’s risks. In this role, the Account Executive will be responsible for managing, retaining and growing a diverse book of Trucking / Transportation accounts. Some accounts will be managed together with a producer; others may be handled solely by Account Executive

ESSENTIAL FUNCTIONS :

This role is responsible for, although not limited to, the following job duties :

• Managing the account life cycle : pre-renewal, renewal, post renewal, stewardship and visiting client as needed.
• Working with team members at all levels to ensure client satisfaction. Pro-actively addressing client issues whenever Immediately addressing matters impacting customer satisfaction as they arise. Managing and growing underwriter relationships to ensure understanding of goals and expectations.
• Managing day to day account transactions including additions / deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with intensive client interaction.
• Submission of renewal business to various markets and maintaining a productive relationship with insurance company underwriters and staff. Working with team members to execute all renewals in a timely Generation of accurate renewal submission, proposals, and timely handling of surplus lines filings, where applicable.
• Policy Administration : Checking policies, coverage analysis, checking endorsements and due diligence review for clients during mergers and acquisitions; and policy audits.
• Seek out new business through referrals, cross-selling and account rounding.
• Effectively managing preparation and production of all elements of presentations for client meetings and properly representing the compan Attending client meetings when needed, addressing client questions and identifying next steps as appropriate.
• Benchmarking (as needed) and presenting quotes to clients including recommendations for enhancing the insurance program.

ADMINISTRATIVE FUNCTIONS :

REPORTS AND DATABASE MANAGEMENT :

WHAT YOU’LL BRING :

EDUCATIONAL REQUIREMENTS :

COMPENSATION :

The national average salary for this role is $75 000.00 - $100 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC :

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer :

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

Salary : $75,000 - $100,000