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.
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)
Salary Range
The expected pay range for this position is 110-130K annually, depending on experience, relevant skills, and geographic location.
is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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