Senior Account Executive (Remote: SC, NC)

Insurance Office of America; Greensboro (NC); Remote; USD 70,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Senior Account Executive, where you will be responsible for managing client relationships and executing marketing strategies. This exciting role involves working closely with a dedicated account team to enhance client satisfaction and drive business growth. The ideal candidate will possess extensive industry experience, strong analytical skills, and a commitment to service excellence. Enjoy a supportive work environment with competitive salaries, professional growth opportunities, and a healthy work-life balance. If you're ready to take your career to the next level, this is the opportunity for you!

Benefits

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 opportunities

Respectful culture and work/family life balance

Community service commitment

Qualifications

• 10 years of industry experience in sales, marketing, or relationship management.
• Thorough knowledge of insurance brokerage and client needs.

Responsibilities

• Manage client relationships and conduct meetings to recommend coverages.
• Direct day-to-day activities of the account team to ensure performance.

Skills

Sales

Client Relationship Management

Analytical Skills

Problem-Solving

Communication

Organizational 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)

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Senior Account Executive (Remote: SC, NC)

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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: Senior Account Executive - 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

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)
  
  

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/

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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