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.
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.

5 + years of industry experience
7 years of sales, marketing, or relationship management experience
Thorough knowledge of insurance brokerage and client needs
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)

Account Executive – Commercial Insurance

Key skills