Senior Account Executive (North Carolina, South Carolina) - Insurance Office of America : Job Details

Description

Job Description:

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

Remote: ideal candidate would be near our Columbia, SC office | some travel required for client visitation Book Focus: General, 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. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: 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:

• 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.

• 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:

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

• Thorough knowledge of insurance brokerage and client needs

• Required active Property & Casualty licensing

• At least one professional designation (CIC or equivalent)

• Comfortable meeting with clients; some travel required

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

• Excellent organizational, communication, delegating, and customer advocacy skills

• Ability to perform large work volumes with high accuracy.

• PC proficiency, including knowledge of 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

• Employee stock plan participation

• 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 $95,000.00 - $130,000.00 per year, depending on experience, relevant skills, and geographic location.

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