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: Senior Account Executive - Commercial LinesWork Mode: Remote
| Book Focus: Construction, Hospitality
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
- 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 RangeThe expected pay range for this position is $95,000.00 - $115,000.00 annually, depending on experience, relevant skills, and geographic location.
