Job Description

About the Company

Our client is a transportation-focused insurance brokerage dedicated to helping trucking, transportation, and logistics companies protect and grow their businesses. Through customized insurance solutions, responsive service, and long-term client partnerships, the organization delivers expert guidance and reliable coverage in an ever-evolving industry.

The company is committed to providing exceptional customer service while fostering a collaborative, team-oriented environment where employees are empowered to build lasting client relationships and advance their careers.

About the Role

Our client is seeking a motivated and relationship-driven Account Executive to join their San Diego team. This individual will be responsible for managing and expanding a portfolio of transportation insurance clients while identifying new business opportunities and delivering consultative insurance solutions.

The Account Executive will serve as a trusted advisor to clients by assessing their insurance needs, recommending appropriate coverage, and providing outstanding service throughout the policy lifecycle. Success in this role requires strong relationship-building skills, a consultative sales approach, and the ability to thrive in a fast-paced, client-focused environment.

Key responsibilities include:

• Build, maintain, and grow long-term client relationships.
• Prospect and develop new business within the transportation insurance market.
• Conduct client needs assessments and recommend appropriate insurance solutions.
• Prepare and present customized insurance proposals.
• Manage policy renewals, endorsements, and ongoing account servicing.
• Collaborate with underwriting and service teams to ensure an exceptional client experience.
• Maintain accurate sales activity and client records within CRM and agency management systems.
• Stay current on transportation insurance products, market trends, and industry regulations.

Requirements

• Experience in insurance sales, account management, or client relationship management.
• Active Property & Casualty Insurance Producer License or the ability to obtain one.
• Strong consultative selling, relationship management, and business development skills.
• Excellent communication, presentation, and interpersonal abilities.
• Strong organizational, analytical, and time-management skills.
• Proficiency with Microsoft Office, CRM platforms, and business software.
• Bachelor's degree in Business, Finance, or a related field preferred.
• Experience supporting transportation, trucking, or logistics clients is highly preferred.
• Demonstrated success meeting or exceeding sales, revenue, and client retention goals.

What the Company Offers

• Competitive compensation package
• Career growth and advancement opportunities
• Ongoing professional development and training
• Supportive and collaborative team environment
• Opportunity to build a specialized transportation insurance portfolio and make a meaningful impact with a respected brokerage