Account Executive - Commercial Lines

Title: Account Executive - Commercial Lines 

Work Mode: Remote
 
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. 

 
Key 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) 

 
What We Offer: 

• Competitive salaries and bonus potential 

• Company-paid health insurance 

• Paid holidays, vacations, and sick time 

• 401K with employer match 

• Professional growth and career progression opportunities 

• Respectful culture and work/family life balance 

• Community service commitment 

• Supportive teammates and a rewarding work environment 

 
What to Expect (Application Process): 

• 30-Minute Phone Screen, Online Assessments, and Interview(s)