Personal Lines Account Manager

Jobtailor; Deutschland; Vor Ort; EUR 43.871 - 52.645; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with employer match

Paid holidays, vacations, and sicktime

Employee stock plan participation

Zusammenfassung

Dormont Manufacturing Co. is seeking an experienced Personal Lines Account Manager for a fully remote role based in Florida. You will oversee client service, renewals, invoicing, and policy reviews, while coordinating with underwriters and sales teams to meet client needs.

The role emphasizes mentoring and training Account Associates, ensuring timely servicing, accuracy, and proactive communication. A 5+ year background in personal lines and a state license are required, with strong MS Office

Qualifikationen

• 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.

Aufgaben

• 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: Demonstrate integrity and leadership.

Kenntnisse

Customer service

Communication

Multitasking

Organizational skills

Delegation

Decision making

Attention to detail

Ausbildung

High School diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Jobbeschreibung

Job Description

Title: Personal Lines Account Manager

Fully Remote for Florida Based Candidates | Experience: Quoting & Binding Personal Lines Policies

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, 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. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, Agency of Record (AORs), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, 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: 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
• 401(k) 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 $50,000 to $60,000 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.