Account Executive – Transportation

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee account management from submission to binding, ensuring all necessary documentation and communications are coordinated.

• Collaborate with brokers and underwriters to solicit, quote, and maintain both new and renewal business.

• Negotiate terms of coverage with carriers, including pricing, deductibles, enhancements, and exclusions.

• Identify suitable carriers and manage the marketing strategy for assigned accounts.

• Prepare and present quotes, coverage comparisons, and recommendations.

• Handle new business, renewals, endorsements, and cancellations efficiently.

• Issue binders and invoices while confirming coverage details.

• Liaise with agents, carriers, and internal stakeholders to ensure prompt execution of accounts.

• Aid retention and renewal strategies by pinpointing opportunities for coverage expansion and enhancing client relationships.

• Provide guidance to support staff as necessary to ensure an efficient workflow and high-quality service delivery.

• Conduct research and compile account or market analyses.

• Maintain precise records and correspondence.

• Stay updated on industry trends, market conditions, and carrier capabilities through continuous education and training.

⛳️ Requirements

• Bachelor's degree or an equivalent combination of education and experience is necessary.

• Generally, at least 3+ years of progressive experience in wholesale insurance, brokerage, or underwriting support roles is required.

• Proven experience in managing accounts, marketing business, and supporting placement activities.

• Strong knowledge of insurance products, coverage structures, and market dynamics.

• Capability to independently handle multiple priorities and make informed decisions with minimal supervision.

• Active state insurance license is mandatory in applicable lines of business.

• In-depth knowledge of insurance products, underwriting processes, and carrier guidelines.

• Competence in negotiating terms and assessing coverage options.

• Effective account management skills throughout the processes of submission, quoting, binding, and renewal.

• Superior written and verbal communication skills.

• Strong analytical and problem-solving abilities with a focus on detail and accuracy.

• Ability to juggle multiple priorities, meet deadlines, and adapt to a fast-paced environment.

• Proficiency in Microsoft Office and policy/account management systems.

• Excellent interpersonal skills and the ability to build relationships.

• Self-sufficient with sound judgment and decision-making skills.

• Dedication to continuous learning and keeping abreast of industry trends.

🏝️ Benefits

• Comprehensive medical, dental, vision, life, disability, and AD&D insurance.

• Access to tax-advantaged savings accounts.

• 401(k) plan with company match.

• Paid company holidays.

• Vacation and sick leave policies.

• New parent leave benefit.

• Restricted stock units available for eligible positions.

• Deferred compensation plan for qualifying positions.

• Opportunities for learning and leadership development.

• Competitive salary and compensation packages.

• Various retirement plan options.