Account Executive - Commercial Insurance

About This Role

This role involves orchestrating client marketing, servicing, and risk management activities, while proactively identifying sales opportunities. The Account Executive will manage a book of business, enhance account retention, and resolve intricate customer service issues in the transportation sector.

Responsibilities

• 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, and claims
• Manage policy expirations and renewals
• Conduct research, gather information, prepare submissions, and bind coverage for new business and renewals
• Monitor reports and collect outstanding balances for accounts receivable
• 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, championing IOA values

Requirements

• 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
• 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)

Qualifications

• High School Diploma (or equivalent)
• 5+ years of industry experience, or 7 years of sales, marketing, or relationship management experience

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits