Commercial Senior Account Manager/ Account Executive- Future Opportunities

Insurance Office of America•Palm Bay, FL

About The Position

This posting is a talent-pipeline notice for future opportunities with Insurance Office of America (IOA), rather than a notice of a specific immediate opening. Opportunities may include Senior Account Manager and Account Executive roles, with the best fit determined by a candidate’s experience, interests, location, and business needs. Book areas may include Construction, Transportation, and Condo/Habitational. Work mode may be remote or hybrid and can vary based on business need. Senior Account Managers may maintain technical and industry expertise; direct the daily activities and workflow of the account management team; manage customer service requests, policy administration, billing, claims, and coverage analysis; and oversee policy expirations and renewals. Renewal work may include client research, preparing submissions, negotiating coverages, and presenting proposals. The role may also include monitoring receivables and collecting outstanding balances, maintaining accurate agency and carrier/vendor systems, tracking activities and suspense items, communicating workload status and issues, providing responsive service, following company policies, improving team practices, and demonstrating IOA values. Account Executives may lead the account team’s daily workflow, apply technical expertise and sound judgment, manage client relationships, conduct meetings, and close business. They may serve as a communication link between Producers and the account team and oversee account activities such as policy administration, billing, claims, expirations, renewals, research, submissions, and binding coverage. Additional duties may include collecting outstanding balances, maintaining accurate system data, tracking activity completion, providing excellent service, following company policies, adopting best practices, and demonstrating integrity and leadership. Qualifications and responsibilities may vary by specific opportunity, level, location, area of focus, and business need. IOA may contact applicants as matching opportunities become available or invite them to an introductory conversation. Outreach timing may vary and could be immediate. Compensation depends on the specific opportunity, experience, skills, and location. IOA is an equal opportunity employer committed to diversity and inclusion.

Requirements

Relevant experience within the applicable job family or talent area.
Strong service, collaboration, and relationship-management skills.
Knowledge of the core responsibilities, tools, and practices associated with the potential opportunities.
Strong communication, organization, and problem-solving capabilities.
Appropriate education, credentials, licensing, or certifications for the specific opportunity.
Experience level and areas of expertise suitable for the specific opportunity.
Ability to meet the work-mode expectations of the specific opportunity.

Nice To Haves

Depth of relevant experience and technical or functional knowledge.
Experience supporting complex work, clients, projects, or business relationships.
Leadership, client-facing, sales, technical, project, or operational responsibilities.
Experience with Microsoft Office and other systems or tools relevant to the opportunity.
Geographic availability aligned with the specific opportunity.

Responsibilities

Maintain technical competence and industry expertise.
Direct the daily activities and workflow of the account management team or account team.
Handle customer service requests, policy administration, billing, claims, and coverage analysis.
Manage policy expirations and renewals.
Research clients, prepare submissions, negotiate coverages, present proposals, and, for Account Executive opportunities, bind coverage.
Monitor accounts receivable reports and collect outstanding balances.
Maintain accurate agency management system data and relevant carrier/vendor platforms.
Monitor activity and suspense items to ensure timely completion.
Communicate workload status and issues to the account team; Account Executives may also coordinate communication between Producers and the account team.
Manage client relationships, conduct meetings, and close business for Account Executive opportunities.
Deliver responsive service, anticipate client needs, and resolve service requests.
Stay current on company policies and procedures and adopt practices that improve individual and team performance.
Demonstrate integrity, leadership, discretion, and judgment.