Senior Account Executive (Remote: SC, NC)

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

Job summary

An established industry player is seeking a Senior Account Executive to lead client marketing and servicing efforts. This role involves managing a diverse book of business, enhancing account retention, and resolving complex service challenges. You will be the key liaison between clients and the account team, ensuring seamless communication and effective solutions. This position offers a competitive salary, bonus potential, and opportunities for professional growth within a supportive and inclusive work environment. If you have a passion for the insurance industry and a commitment to excellence, this could be the perfect opportunity for you.

Benefits

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Employee stock plan participation

Opportunities for professional growth

Supportive work environment

Community service commitment

Qualifications

• 10 years of industry experience in sales, marketing, or relationship management.
• Active Property & Casualty license required.

Responsibilities

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

Skills

Sales

Marketing

Relationship Management

Analytical Skills

Problem-Solving

Communication Skills

Customer Advocacy

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 and risk management solutions, along with insurtech innovation. Headquartered in Longwood, Florida, IOA has over 1,300 associates across more than 60 offices in the U.S. and the U.K. 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 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, serving 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, policy administration, billing, claims, coverage analysis, contract review, policy forms and endorsements, audits, Certificates of Insurance, Evidences of Property, and cancellations/reinstatements.
• Manage policy expirations and renewals, ensuring all policies are bound, billed, issued, and delivered accurately and on time.
• 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.
• Monitor reports and take action on delinquent accounts, collecting outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
• Monitor and maintain activity/suspense to ensure timely completion.
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
• Stay updated on company policies and procedures.
• Seek and adopt best practices to improve individual and team performance.
• Demonstrate integrity and leadership in line with IOA values.

Ideal Candidate Qualifications:

• 10 years of industry experience in sales, marketing, or relationship management.
• Thorough knowledge of insurance brokerage and client needs.
• Active Property & Casualty license.
• 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.
• 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.
• Employee stock plan participation.
• Opportunities for professional growth and career progression.
• A respectful culture supporting work/life balance.
• Community service commitment.
• Supportive teammates and a rewarding work environment.

Application Process:

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

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