Personal Lines Account Manager

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Title:

Personal Lines Account Manager

Fully remote for Florida-based candidates.

Experience:

Quoting & Binding Personal Lines Policies. This role oversees client service and communication, managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. The Account Manager also handles proposals, AORs (Agency of Record), cancellations, and policy reviews, while mentoring and training team members to support professional growth.

• Book of Business Management:
  Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business.
• Client Protection:
  Ensure clients  assets are protected through comprehensive insurance products and eliminate coverage gaps.
• Underwriter
  
  Collaboration:
  
  Work with underwriters to find creative solutions for customer needs.
• Report Monitoring:
  Track expiration, past due renewals, and A/R reports to ensure timely servicing.
• Invoicing:
  Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
• Claims Assistance:
  Facilitate client claims processes as needed.
• Performance Monitoring:
  Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate.
• Supervisor Communication:
  Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
• Sales
  
  Collaboration:
  
  Work with commercial sales personnel to develop solutions for mutual clients.
• Champion IOA core values and demonstrate integrity and leadership.

• 5+ years of industry experience
• State-required active licensing
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, delegation, and decision-making skills
• High accuracy in handling large work volumes
• Proficiency in MS Office (Outlook, Word, Excel)
• High School diploma (or equivalent)

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

• 30-Minute Phone Screen, Online Assessments, and Interview(s)

The expected pay range for this position is $45,000 to $55,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.