Senior Account Executive - Commercial Lines

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

• Direct daily activities and workflow of the account team
• Maintain high technical competence and industry expertise
• Ensure beneficial outcomes using discretion and judgment
• Manage client relationships, conduct meetings, and close business
• Act as a communication conduit between Producers and the account team
• Manage account activities, policy administration, billing, claims, and more
• Manage policy expirations and renewals
• Conduct research, gather information, prepare submissions, and bind coverage
• Monitor reports and collect outstanding balances
• Maintain data accuracy in agency management systems
• Ensure timely completion of activities
• Deliver excellent service, anticipate needs, and respond quickly to requests
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance
• Demonstrate integrity and leadership

Ideal Candidate 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

Pay

The expected pay range for this position is $95,000.00 - $115,000.00 annually, depending on experience, relevant skills, and geographic location.

What To Expect

30-Minute Phone Screen, Online Assessments, and Interview(s)