Client Executive, Transportation & Logistics

Client Executive, Transportation & Logistics

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 and responsibilities include:

• 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 include:

• 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.

Why EPIC:

• Generous Paid Time off: Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women's Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We're in the top 10 of property/casualty agencies according to "Insurance Journal"