Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service and communication. The role involves managing client insurance policies, mentoring team members, and ensuring excellence in client interactions.
Responsibilities
- Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business
- Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps
- Work with underwriters to find creative solutions for customer needs
- Track expiration, past due renewals, and A/R reports to ensure timely servicing
- Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances
- Facilitate client claims processes as needed
- Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate
- Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching
- Work with commercial sales personnel to develop solutions for mutual clients
- Champion IOA core values and demonstrate integrity and leadership
Skills
- 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)
Benefits
- 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
Company Overview