Account Executive - Commercial Lines

Job Description:

Title: Account Executive - Commercial Lines 

Remote | Supporting: Columbia, SC | Book Focus: Construction, Contractors
 
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