Account Manager - Personal Lines

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

Benefits offered by this job

Competitive salaries

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Job summary

A leading insurance agency is seeking a Personal Lines Account Manager. This role involves managing client service, overseeing policy administration, and fostering effective communication. The ideal candidate has over 5 years of experience and excellent customer service skills. They will also monitor performance and collaborate with underwriters to meet client needs. This position is fully remote for candidates in California or Nevada and offers competitive salaries and benefits.

Qualifications

• 5+ years of industry experience.
• State required active licensing.
• High accuracy in handling large work volumes.

Responsibilities

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

Skills

Customer service and communication skills

Multi-tasking and organizational skills

Proficiency in MS Office

Decision-making skills

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

Job Description

Fully remote for California or Nevada 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. 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, AORs, 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 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: $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