Account Executive - Transportation

Job Summary

Transportation Account Executives work closely with Commercial Lines Sales Executives and our carrier partners in placing new business and servicing existing customers, while maintaining strong relationships with all involved parties.

Full‑time, on‑site position, Monday through Friday 8am – 4:30.

• Market new and renewal business to carriers, independently and with Sales Executives
• Build and maintain positive relationships with clients, carriers, and internal teams
• Develop strategies for new business and renewals in partnership with Sales Executives
• Prepare proposals and renewal summaries using AMS
  360
• Ensure accuracy of all documentation and maintain confidentiality
• Deliver exceptional service, including endorsements, proof of insurance, and coverage inquiries
• Maintain detailed records in the agency management system and adhere to SOPs and best practices

• Strong PC skills, with the ability to effectively utilize the agency’s management systems and Microsoft software products, and carrier resources
• Ability to work within a fast‑paced, changing environment
• Pro‑active, with the initiative to prioritize and meet deadlines
• Ability to communicate professionally and effectively, both verbally and in writing
• Excellent interpersonal skills
• High‑level customer service, organization, and attention to detail
• Ability to function well in a high‑paced, and at times, stressful environment
• Professional and positive attitude
• Team player that collaborates well with others

• Active Property and Casualty Insurance Producer License

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.