Insurance Office of America · 23 hours ago
Account Executive - Commercial Lines
Florida, United States
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $105K/yr
5+ years expInsurance Office of America is seeking an Account Executive for their Commercial Lines division. This role is responsible for coordinating client marketing, servicing, risk management, and sales activities while managing a book of business and enhancing account retention.
Insurance
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
Qualification
Required
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)
Preferred
professional designation (CIC or equivalent)
Benefits
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Leadership Team
Dennis Robinson
Sr. Vice President / Partner
Heath Ritenour
Chairman of the Board
Recent News
2026-01-22
FinTech Global
2025-10-07
Company data provided by crunchbase