Account Manager - Personal Lines

Insurance Office of America; Ontario; Remote; USD 65,000 - 77,000; Full time

Job summary

A leading insurance firm is seeking a mid-senior level Account Manager to oversee client service and ensure excellence in communication. You will manage insurance policies, facilitate team communication, and mentor junior staff. The ideal candidate will have over 5 years of industry experience and strong organization skills. This full-time position offers competitive salary and benefits, with the opportunity for professional growth in a supportive environment.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Qualifications

• 5+ years of industry experience.
• State required active licensing.
• Exceptional customer service and communication skills.

Responsibilities

• Overseeing client service and communication.
• Managing administrative processes for client insurance policies.
• Facilitating effective team communication.

Skills

Exceptional customer service

Strong multi-tasking

Organizational skills

Decision-making skills

High accuracy in handling large work volumes

Education

High School diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

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Title : Personal Lines Account Manager

Fully remote for California-based candidates | Experience: Quoting & Binding Personal Lines Policies

Please note : If this position is posted as either fully remote and/or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations

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. Also handles proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital, including delegating work to Account Associates. Additionally, the Account Manager plays 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 $65,000 to $77,000 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