Client Executive, Transportation & Logistics

LOCATION: Hybrid, Wall, Summit or Jersey City, NJ

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW

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 & RESPONSIBILITIES

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

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

EPIC has over 60 offices and 4,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

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”

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

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf .

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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