Account Manager - Personal Lines

Insurance Office of America; Canada; Remote; CAD 96,518 - 102,965; Full time

Benefits offered by this job

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 opportunities

Respectful work culture

Community service commitment

Job summary

A leading insurance provider is seeking a Personal Lines Account Manager to oversee client service and administrative processes. This fully remote role is ideal for candidates with over 5 years of industry experience and a proven track record in customer service. Responsibilities include managing insurance policies, collaborating with underwriters, and mentoring team members. The company offers competitive salaries, health insurance, and opportunities for professional growth and development.

Qualifications

• 5+ years of industry experience required.
• Active state licensing is mandatory.
• High accuracy in handling large work volumes.

Responsibilities

• Manage client service and communication for insurance policies.
• Oversee administrative processes including renewals and invoicing.
• Collaborate with underwriters for customer solutions.

Skills

Customer service skills

Communication skills

Multi-tasking

Organizational skills

Decision-making

Education

High School diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Title: Personal Lines Account Manager

Job Location: Fully remote for California or Nevada based candidates.

About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. Handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Manage incoming correspondence and facilitate effective team communication, including delegating work to Account Associates. Play a key role in mentoring and training team members, fostering their professional growth and development.

Key Responsibilities

• 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.

Ideal Candidate Qualifications

• 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)

What We Offer

• 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

What To Expect (Application Process)

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

Salary Range

The expected pay range for this position is $70,304 to $75,000 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.

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Sales and Business Development

Industries

Insurance