Commercial Account Executive

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.

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