Account Manager - Personal Lines

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

Benefits offered by this job

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 opportunities

Respectful culture and work/family life balance

Job summary

A leading insurance provider is seeking an Account Manager - Personal Lines to manage client accounts and ensure excellence in service. This role is fully remote for candidates in California or Nevada, focusing on administrative processes for insurance policies. The ideal candidate should have over 5 years of industry experience, active licensing, and strong communication skills. Salary ranges from $70,304 to $75,000 annually, with competitive benefits and opportunities for professional growth.

Qualifications

• 5+ years of industry experience required.
• State required active licensing is necessary.
• Must demonstrate high accuracy in handling large work volumes.

Responsibilities

• Oversee client service and communication.
• Manage administrative processes for client insurance policies.
• Collaborate with underwriters to find solutions.

Skills

Customer service

Communication skills

Multi-tasking

Organizational skills

Microsoft Office proficiency

Education

High School diploma or equivalent

Job description

Join to apply for the Account Manager - Personal Lines role at Insurance Office of America

Title: Personal Lines Account Manager

Fully remote for California or Nevada based candidates
Experience: Quoting & Binding Personal Lines Policies

Location flexibility: Although the position is fully remote, we require employees who live within a 50‑mile radius of a branch to work onsite in a hybrid capacity on occasion. We may also require onsite presence for specific business needs. Learn more about our locations at ioausa.com/locations.

About the role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. The role manages administrative processes for client insurance policies such as renewals, remarkets, invoicing, and evidence of insurance, MVRs, and Clue Reports. It also handles proposals, AORs, cancellations, and policy reviews, manages incoming correspondence, facilitates effective team communication, and mentors team members.

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
• 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 $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.