Senior Account Executive (Remote: SC, NC)

Insurance Office of America; Columbia (SC); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Account Executive to join their dynamic team in South Carolina. This role involves managing client relationships, executing marketing strategies, and ensuring high-quality service delivery. The ideal candidate will have extensive experience in the insurance sector, possess strong analytical and problem-solving skills, and be adept at managing multiple accounts. With a commitment to professional growth and a supportive work environment, this position offers an exciting opportunity to contribute to a respected firm dedicated to innovation and client success.

Benefits

Company-paid health insurance

401K with employer match

Paid holidays

Paid vacations

Paid sick leave

Employee stock plan participation

Opportunities for professional growth

Respectful culture

Work-life balance

Community service commitment

Qualifications

• 10 years of experience in sales or relationship management within insurance.
• Active Property & Casualty license required.

Responsibilities

• Manage client relationships and conduct meetings to negotiate new business.
• Ensure timely policy administration and deliver excellent customer service.

Skills

Sales Experience

Relationship Management

Analytical Skills

Problem-Solving Skills

Communication Skills

Education

High School Diploma or equivalent

Professional Designation (CIC or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Senior Account Executive (Remote: SC, NC)

Join to apply for the Senior Account Executive (Remote: SC, NC) role at Insurance Office of America.

Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA provides property and casualty, employee benefits, and personal lines insurance, along with risk management solutions and insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the UK. 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 visits)

Book Focus: General, Construction, Contractors

About the Role

Responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities. Manage a book of business, increase account retention, and resolve complex customer service problems. Actively seek sales opportunities and serve as a resource to the account team and Producers.

Key Responsibilities

• Maintain high technical competence and industry expertise.
• Exercise discretion and independent judgment for beneficial outcomes.
• Manage client relationships, conduct meetings, prepare and present Account Summaries, recommend coverages, and negotiate/close new business and renewals.
• Serve as a communication conduit between Producers and the account team.
• Provide support and develop solutions to client problems for the account team and Producers.
• Direct day-to-day activities and workflow of the account team, ensuring performance requirements and timelines are met.
• Manage account activities such as policy administration, billing, claims, coverage analysis, contract review, endorsements, audits, Certificates of Insurance, and cancellations.
• Manage policy expirations and renewals, ensuring timely binding, billing, and delivery.
• Conduct client research, gather underwriting information, perform loss analysis, prepare submissions, evaluate coverages, negotiate, and follow up for policy issuance.
• Monitor reports for delinquent accounts and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms for data accuracy.
• Ensure timely completion of activities and maintain activity/suspense reports.
• Deliver excellent customer service, proactively anticipate needs, and respond promptly.
• Stay updated on company policies and procedures.
• Seek continuous improvement and adopt best practices.
• Demonstrate integrity and leadership aligned with IOA values.

Ideal Candidate Qualifications

• 10 years of experience in sales, marketing, or relationship management within the insurance industry.
• Thorough knowledge of insurance brokerage and client needs.
• Active Property & Casualty license.
• At least one professional designation (CIC or equivalent).
• Comfortable meeting clients; some travel required.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent organizational, communication, delegation, and customer advocacy skills.
• Ability to handle large workloads with high accuracy.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School Diploma or equivalent.

What We Offer

• Competitive salary and bonus potential.
• Company-paid health insurance.
• Paid holidays, vacations, and sick leave.
• 401K with employer match.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• Respectful culture and work-life balance.
• Community service commitment.
• Supportive team environment.

Application Process

• 30-minute phone screen, online assessments, and interviews.

Insurance Office of America is an equal opportunity employer, committed to diversity and inclusion.

For more info, visit www.ioausa.com.