Senior Account Executive (Remote: SC, NC)

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.

Job Description:

Title: Senior Account Executive - Commercial Lines (supporting our Columbia, SC office)

Remote: South Carolina or North Carolina residents | some travel required for client visitation
Book Focus: General, Construction, Contractors
 

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: 

• Technical Competence: Maintain high technical competence and industry expertise. 

• Discretion and Judgment: Exercise discretion and independent judgment for beneficial outcomes. 

• Client Relationship Management: Manage client relationships, conduct meetings, prepare and present Account Summaries, recommend coverages, and negotiate/close new business and renewals. 

• Communication: Serve as a communication conduit between Producers and the account team. 

• Subject Matter Expertise: Provide support and develop solutions to client problems for the account team and Producers. 

• Team Leadership: Direct day-to-day activities and workflow of the account team, ensuring performance requirements and timelines are met. 

• Customer Service and Account Management: Manage account activities, policy administration, billing, claims, coverage analysis, contract review, policy forms and endorsements, audits, Certificates of Insurance, Evidences of Property, and cancellations/reinstatements. 

• Policy Management: Manage policy expirations and renewals, ensuring all policies are bound, billed, issued, and delivered accurately and on time. 

• New Business and Renewal Process: Conduct client research, gather underwriting information, perform loss run analysis, prepare submissions, evaluate and negotiate coverages and pricing, prepare and present proposals, bind coverage, and follow up for policy issuance. 

• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances. 

• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. 

• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion. 

• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.