Insurance Office of America is seeking a Personal Lines Account Manager dedicated to ensuring excellence in every client interaction. You will be responsible for overseeing client service, managing policy administration, and facilitating effective team communication and mentoring.
What You'll Do
- Manage administrative processes for client insurance policies including renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports.
- Handle proposals, AORs, cancellations, and policy reviews.
- Manage incoming correspondence and facilitate effective team communication, including delegating work to Account Associates.
- Mentor and train team members, fostering their professional growth and development.
- 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.
What We're Looking For
- 5+ years of industry experience.
- State required active licensing (2-20 or 20-44).
- 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).
Technical Stack
- MS Office (Outlook, Word, Excel)
Team & Environment
You will delegate work to Account Associates and report to a Supervisor.
Benefits & Compensation
- Compensation range: $45,000 to $60,000 per year.
- 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.
Work Mode
This role operates on a hybrid schedule and is located in Florida.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
