Account Executive- Commercial Insurance (Remote)

Responsibilities

• Team Leadership : Direct daily activities and workflow of the account team.
• Technical Competence : Maintain high technical competence and industry expertise.
• Discretion and Judgment : Ensure beneficial outcomes using discretion and judgment.
• Client Relationship Management : Manage client relationships, conduct meetings, and close business.
• Communication : Act as a communication conduit between Producers and the account team.
• Customer Service and Account Management : Manage account activities, policy administration, billing, claims, and more.
• Policy Management : Manage policy expirations and renewals.
• New Business and Renewal Process : Conduct research, gather information, prepare submissions, and bind coverage.
• Accounts Receivable : Monitor reports and collect outstanding balances.
• System Maintenance : Maintain data accuracy in agency management systems.
• Activity Monitoring : Ensure timely completion of activities.
• Service Excellence : Deliver excellent service, anticipate needs, and respond quickly to requests.
• Policy Compliance: Stay updated on company policies and procedures.
• Continuous Improvement: Seek and adopt best practices to improve individual and team performance.
• Champion IOA Values: Demonstrate integrity and leadership.
• Ideal Candidate Qualifications:
• 5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience
• Thorough knowledge of insurance brokerage and client needs
• Experience to service and support large, complex accounts
• Required active licensing; professional designation (CIC or equivalent) preferred
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Benefits

Additional Information

Job Description: Title: Account Executive - Commercial Lines Work Mode: Remote with Occasional Travel/ Southeastern US only | Location/Supporting: Longwood, FL | Book Focus: Construction, Hospitality Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations About the Role: Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and/or sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek to grow IOA business by identifying and acting on sales opportunities, and serve as a resource to the account team and Producers.

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