Account Manager - Personal Lines

Insurance Office of America

Rancho Cucamonga (CA)

Remote

USD 70,304 - 75,000

Full time

14 days+

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Benefits offered by this job

Competitive salaries and bonus potential

Company-paid health insurance

Paid holidays, vacations, and sick time

401K with employer match

Supportive teammates and a rewarding work environment

Job summary

A leading insurance provider seeks a Personal Lines Account Manager. This fully remote role caters to California or Nevada candidates and involves overseeing client communication and managing insurance policy processes. Responsibilities include handling renewals, proposals, invoicing, and team collaboration. The ideal candidate has over 5 years of experience and strong organizational skills. This position offers competitive salary and benefits, fostering professional growth in a supportive culture.

Qualifications

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

Responsibilities

Maintain records and manage book of business.
Ensure clients' assets are protected through comprehensive insurance.
Work with underwriters to find creative solutions.

Skills

Exceptional customer service

Strong multi-tasking skills

Organizational skills

Decision-making skills

Education

High School diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

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, 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, 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)

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 $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