Commercial Senior Account Manager/ Account Executive- Future Opportunities

Job Description:

Commercial Senior Account Manager/ Account Executive- Future Opportunities

Work Mode: Remote/ Hybrid

Location: May vary based on business need

Book Focus: Construction, Transportation, Condo/ Habitational Opportunity Areas: Senior Account Manager/ Account Executive

FUTURE OPPORTUNITY NOTICE

This posting is part of our talent pipeline. While an immediate opening may not be available, we welcome applications from candidates interested in future opportunities with IOA.

About These Opportunities

We're always interested in connecting with experienced Commercial Insurance professionals for future opportunities across our IOA Teams. Depending on your experience, interests, location, and business needs, opportunities may include Senior Account Manager and Account Executive positions.

Potential Opportunities May Include:

Senior Account Manager

• Technical Competence: Maintain a high degree of technical competence and industry expertise.

• Team Leadership: Direct daily activities and workflow of the account management team.

• Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.

• Policy Management: Manage policy expirations and renewals.

• Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.

• Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.

• System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.

• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.

• Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.

• Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.

• Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service 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.

Account Executive

• 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.