Account Manager - Personal Lines

Insurance Office of America; Spring Valley (WI); 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

Job summary

A leading insurance firm is seeking a Personal Lines Account Manager to oversee client service and communication in a fully remote capacity for qualified candidates. The role demands at least 5 years of industry experience, effective management of insurance policies, and exceptional customer service skills. The position comes with competitive salaries, health insurance, and opportunities for professional growth, embodying a respectful culture with a strong work-life balance.

Qualifications

• 5+ years of industry experience required.
• Active state-required licensing needed.
• Ability to handle large volumes of work with accuracy.

Responsibilities

• Oversee client service and communication effectively.
• Manage client insurance policies, including renewals and invoicing.
• Facilitate client claims processes and ensure protection of assets.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Decision-making

MS Office proficiency

Education

High School diploma (or equivalent)

Job description

Personal Lines Account Manager

We are looking for an Account Manager – Personal Lines to join Insurance Office of America.

Fully remote for California or Nevada based candidates. Experience required: quoting and binding personal lines policies.

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. Handle proposals, AORs, cancellations, and policy reviews. Manage incoming correspondence and facilitate effective team communication, including delegating work to Account Associates. Mentor and train team members, fostering their professional growth.

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)

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

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Industries

Insurance