Client Executive, Transportation & Logistics

Come join our team at EPIC Insurance Brokers & Consultants, one of the fastest-growing firms in the insurance industry. Fueled by capable, committed people who share common beliefs and values, EPIC is always looking for individuals 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 across the U.S. Our local market knowledge and industry expertise support our clients' regional and global needs. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results.

About the role

We are seeking a highly experienced Client Executive to join our Transportation and Logistics Practice. This client-facing individual contributor will manage 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 and logistics risk exposures, and strong relationships within the marketplace. This role serves as a strategic advisor to clients, managing 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.

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 transportation and logistics 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 transportation and logistics 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.

Qualifications

• Bachelor’s degree preferred.
• Minimum 5+ years supporting large transportation and logistics clients.
• Professional designations such as CPCU, CIC, CRM, ARM, or equivalent are highly desirable.
• Active Property & Casualty Broker License.
• Ability to maintain all required licensing and continuing education requirements.
• Valid driver’s license.

Pay

The base salary range for this exempt position is $125,000 – $150,000. 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.

Benefits

• Generous Paid Time Off (PTO): 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 and 4 early-close days.
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave.
• Employee referral bonus program of $1,500 per hired referral.
• Employee recognition programs for demonstrating EPIC’s values, plus additional awards and programs (including trips).
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group.
• Professional growth and 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.
• 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs.

EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. The company is also involved in charitable efforts, including Donation Connection, Employee Assistance Fund, and People First Foundation.