Job Description:

Join our growing team in the Boston market and help shape the future of our business in one of the nation's most dynamic regions.

Title: Account Executive - Commercial Lines

Work Mode: Remote

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

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.

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

What to Expect (Application Process):

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

Salary Range

The expected pay range for this position is $95,000.00 to $130,000.00 per year, depending on experience, relevant skills, and geographic location.