Account Executive – Commercial Insurance
Insurance Office of America
full-time
Posted on:
Location Type: Hybrid
Location: Winter Garden • Florida • United States
Visit company websiteExplore more
Salary
💰 $95,000 - $115,000 per year
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.
- 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.
Requirements
- 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)
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
insurance brokeragepolicy administrationclaims managementaccount managementsalesmarketingrisk managementdata accuracycustomer servicemultitasking
Soft Skills
analytical skillsproblem-solvingdecision-makingcommunicationorganizational skillsleadershipintegritydiscretionjudgmentteam performance
Certifications
active licensingCIC