Hybrid Account Executive – Commercial Insurance

at Insurance Office of America

• Job title: Account Executive – Commercial Insurance
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $95,000 - $115,000 per year
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Winter Garden, United States

About the role

• Account Executive managing commercial insurance accounts for Insurance Office of America. Responsible for client marketing, servicing, and sales activities with focus on construction and hospitality.

Responsibilities

• 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