Account Manager - Personal Lines

Insurance Office of America

San Juan Capistrano (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

Professional growth and career progression

Respectful culture and work/life balance

Job summary

A prominent insurance agency is seeking an experienced Account Manager for Personal Lines, responsible for overseeing client service and communication. The ideal candidate will possess over 5 years of industry experience, state required licensing, and strong customer service skills. This fully remote position caters to candidates from California or Nevada, offering a range of perks including competitive salaries, health benefits, and professional growth opportunities.

Qualifications

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

Responsibilities

Oversee client service and communication.
Maintain records, review and bind renewals.
Work with underwriters to find solutions.

Skills

Exceptional customer service

Strong multi-tasking

Organizational skills

Decision-making skills

Education

High School diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Account Manager – Personal Lines

Insurance Office of America

Fully remote for California or Nevada based candidates. 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: https://ioausa.com/locations

About the Role

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).

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