Account Executive Lead (Remote: SC, NC)

Description

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: Account Executive Lead - 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, Workers Comp.

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. Additionally responsible for directing day-to-day activities and workflow, team communication and support, training and development under the direction of Operations Leadership.

Key Responsibilities:

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  Team Leadership: Direct daily activities and workflow of the account team.

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  Technical Competence: Maintain high technical competence and industry expertise.

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  Discretion and Judgment: Ensure beneficial outcomes using discretion and judgment.

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  Client Relationship Management: Manage client relationships, conduct meetings, and close business.

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

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  Customer Service and Account Management: Manage account activities, policy administration, billing, claims, and more.

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  Policy Management: Manage policy expirations and renewals.

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  New Business and Renewal Process: Conduct research, gather information, prepare submissions, and bind coverage.

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  Accounts Receivable: Monitor reports and collect outstanding balances.

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  System Maintenance: Maintain data accuracy in agency management systems.

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

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

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  Policy Compliance: Stay updated on company policies and procedures.

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  Continuous Improvement: Seek and adopt best practices to improve individual and team performance.

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  Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications:

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  10 years of industry experience: sales, marketing, or relationship management experience

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  Thorough knowledge of insurance brokerage and client needs

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  Experience to service and support large, complex accounts

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  Required active Property & Casualty licensing; professional designation (CIC or equivalent) preferred

• Comfortable meeting with clients; some travel required

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  Strong analytical, problem-solving, and decision-making skills

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  Exceptional customer service, commercial, multitasking, and organizational skills

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  Proficiency in MS Office (Outlook, Word, Excel)

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  High School Diploma (or equivalent)

What We Offer:

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  Competitive salaries and bonus potential

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  Company-paid health insurance

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  Paid holidays, vacations, and sick time

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  401K with employer match

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  Employee stock plan participation

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  Professional growth and career progression opportunities

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  Respectful culture and work/family life balance

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  Community service commitment

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  Supportive teammates and a rewarding work environment

What to Expect (Application Process):

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

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

https://www.ioausa.com/