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SENIOR ACCOUNT EXECUTIVE - COMMERCIAL LINES

Ioausa
Full-timesenior€95,000-115,000/year

Job description

<p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"></p><p><span>Join our growing team in the Boston market and help shape the future of our business in one of the nation&#39;s most dynamic regions.</span></p><p></p><p><b>Title: Senior Account Executive - Commercial Lines</b> </p><p><b>Work Mode: </b>Remote<b> |</b><b> Book Focus: </b>Construction, Hospitality<br /> <br /><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> </p><p> <br /><b>About the Role:</b> 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. </p><p> <br /><b>Key Responsibilities:</b> </p><ul><li><p><b>Team Leadership</b>: Direct daily activities and workflow of the account team. </p></li></ul><ul><li><p><b>Technical Competence</b>: Maintain high technical competence and industry expertise. </p></li></ul><ul><li><p><b>Discretion and Judgment</b>: Ensure beneficial outcomes using discretion and judgment. </p></li></ul><ul><li><p><b>Client Relationship Management</b>: Manage client relationships, conduct meetings, and close business. </p></li></ul><ul><li><p><b>Communication</b>: Act as a communication conduit between Producers and the account team. </p></li></ul><ul><li><p><b>Customer Service and Account Management</b>: Manage account activities, policy administration, billing, claims, and more. </p></li></ul><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul><ul><li><p><b>New Business and Renewal Process</b>: Conduct research, gather information, prepare submissions, and bind coverage. </p></li></ul><ul><li><p><b>Accounts Receivable</b>: Monitor reports and collect outstanding balances. </p></li></ul><ul><li><p><b>System Maintenance</b>: Maintain data accuracy in agency management systems. </p></li></ul><ul><li><p><b>Activity Monitoring</b>: Ensure timely completion of activities. </p></li></ul><ul><li><p><b>Service Excellence</b>: Deliver excellent service, anticipate needs, and respond quickly to requests. </p></li></ul><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul><p> <br /><b>Ideal Candidate Qualifications:</b> </p><ul><li><p>5&#43; years of industry experience, or 7 years of sales, marketing, or relationship management experience </p></li></ul><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul><ul><li><p>Experience to service and support large, complex accounts </p></li></ul><ul><li><p>Required active licensing; professional designation (CIC or equivalent) preferred </p></li></ul><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul><ul><li><p>High School Diploma (or equivalent) </p></li></ul><p> <br /><b>What We Offer:</b> </p><ul><li><p>Competitive salaries and bonus potential </p></li></ul><ul><li><p>Company-paid health insurance </p></li></ul><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul><ul><li><p>401K with employer match </p></li></ul><ul><li><p>Professional growth and career progression opportunities </p></li></ul><ul><li><p>Respectful culture and work/family life balance </p></li></ul><ul><li><p>Community service commitment </p></li></ul><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul><p> <br /><b>What to Expect (Application Process):</b> </p><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul><p style="text-align:inherit"></p><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $95,000.00 - $115,000.00 annually, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"></p><p style="text-align:left"><span>Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</span></p>

Skills

MS OfficeOutlookWordExcel