Account Manager - Personal Lines

Insurance Office of America; Alamo (CA); Remote; USD 70,304 - 75,000; Full time

Benefits offered by this job

Competitive salary 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 culture

Work/family life balance

Job summary

A reputable insurance company is seeking an Account Manager for Personal Lines to oversee client service and communication. This fully remote position is ideal for candidates in California or Nevada. Responsibilities include managing insurance policies, ensuring client protection, and maintaining records. The ideal candidate has over 5 years of industry experience, strong organizational skills, and active licensing. The role offers competitive salary and benefits.

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.

Responsibilities

• Maintain records and bind renewals.
• Ensure clients' assets are protected and eliminate coverage gaps.
• Collaborate with underwriters for customer needs.
• Track renewals and A/R reports for timely servicing.
• Create and distribute client invoicing.
• Facilitate client claims processes.
• Monitor productivity and quality standards.
• Communicate transparently with supervisor.
• Collaborate with sales personnel for mutual clients.

Skills

Customer service skills

Communication skills

Multi-tasking

Organizational skills

Decision-making

MS Office proficiency

Education

High School diploma or equivalent

Job description

Account Manager – Personal Lines

Company: Insurance Office of America.

Fully remote for California or Nevada based candidates. 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. There may also be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations.

Job Description

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. They also handle proposals, AORs (Agency of Record), 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 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.

Benefits and Compensation

• 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.

Salary Range: $70,304 to $75,000 per year, depending on experience, relevant skills, and geographic location.

Application Process

• 30‑Minute phone screen, online assessments, and interview(s).

EEO Statement

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.