Job Description
Commercial Lines Client Executive
Job Summary
- Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team.
- This role is ideal for a professional with a strong background in trucking/transportation insurance who thrives in a collaborative and flexible work environment.
- You will be responsible for managing a book of business, providing exceptional client service, and contributing to the growth of the agency through cross-selling and outbound production efforts.
Compensation Package
- Base Salary: $65,000 - $90,000 (Dependent on Experience)
- Incentives: $25,000 in new production premium or referrals monthly
- Benefits: Remote work capability with equipment provided
Responsibilities
- Manage a book of business with $5.5 million in premium and 550-600 policies, primarily focused on trucking/transportation accounts with less than 10 fleets.
- Handle both new and renewal business, with an 80/20 split in favor of renewals.
- Provide exceptional customer service and maintain high retention rates.
- Actively cross-sell and engage in outbound production to grow the agency’s portfolio.
- Collaborate with the team to ensure seamless service delivery and client satisfaction.
- Utilize EPIC software for account management and documentation.
Qualifications/Requirements
- Licenses/Certifications: Active Property & Casualty (P&C) License is required.
- Experience: 3-5 years of specialized experience in trucking/transportation insurance within an agency setting.
- Proficiency in EPIC software is highly preferred.
- Skills: Strong sales and cross-selling abilities.
- Excellent communication and interpersonal skills.
- Team-oriented mindset with a collaborative approach to problem-solving.
- Ability to work independently in a remote setting while maintaining high productivity.
- Soft Skills: Team player, collaborative, proactive, and client-focused.
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