Commercial Lines Client Executive - Trucking/Transportation Vertical

The Jonus Group; Fayetteville (NC); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote work capability

Job summary

The Jonus Group is seeking a highly motivated Commercial Lines Client Executive with trucking/transportation insurance expertise to manage a diverse book and contribute to growth. This role emphasizes exceptional client service and collaborative, remote-friendly work culture.

Responsibilities include renewals management, cross-selling, and outbound production using EPIC for account management and documentation.

Qualifications

• Active Property & Casualty (P&C) license required.
• 3–5 years of trucking/transportation insurance experience in an agency.
• Proficient with EPIC software.

Responsibilities

• Manage a book of business with approximately $5.5M in premium and 550–600 policies, focused on trucking/transportation.
• Handle new and renewal business with an 80/20 split favoring renewals.
• Provide exceptional client service and maintain high retention rates.
• Cross-sell and engage in outbound production to grow the agency’s portfolio.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software for account management and documentation.

Skills

Sales

Cross-selling

Communication

Teamwork

Remote work

Tools

EPIC

Job description

Job Summary

Seeking a highly motivated and experienced Commercial Lines Client Executive to join a dynamic team. This role is ideal for a professional with a strong background in trucking/transportation insurance who thrives in a collaborative and flexible work environment. You will be responsible for managing a book of business, providing exceptional client service, and contributing to the growth of the agency through cross-selling and outbound production efforts.

Compensation Package

• Base Salary: $65,000 - $90,000 (Dependent on Experience)
• Incentives:
  • $25,000 in new production premium or referrals monthly
• Benefits:
  • Remote work capability with equipment provided

Responsibilities

• Manage a book of business with $5.5 million in premium and 550-600 policies, primarily focused on trucking/transportation accounts with less than 10 fleets.
• Handle both new and renewal business, with an 80/20 split in favor of renewals.
• Provide exceptional customer service and maintain high retention rates.
• Actively cross-sell and engage in outbound production to grow the agency’s portfolio.
• Collaborate with the team to ensure seamless service delivery and client satisfaction.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) License is required.
• Experience:
  • 3-5 years of specialized experience in trucking/transportation insurance within an agency setting.
  • Proficiency in EPIC software is highly preferred.
• Skills:
  • Strong sales and cross-selling abilities.
  • Excellent communication and interpersonal skills.
  • Team-oriented mindset with a collaborative approach to problem-solving.
  • Ability to work independently in a remote setting while maintaining high productivity.
• Soft Skills: Team player, collaborative, proactive, and client-focused.