Account Manager - Personal Lines

Insurance Office of America; Winchester (NV); 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

401K with employer match

Employee stock plan participation

Professional growth and career progression opportunities

Job summary

A prominent insurance company is seeking an experienced Account Manager for Personal Lines, fully remote for candidates in California or Nevada. The role involves managing client communications and overseeing insurance policy processes. Ideal candidates will have over 5 years in the industry, exceptional customer service skills, and proficiency in MS Office. Competitive salaries, health benefits, a supportive culture, and opportunities for professional growth are offered. This is a full-time position with a salary range of $70,304 to $75,000 per year.

Qualifications

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

Responsibilities

• Manage client service and communication, ensuring excellence in interactions.
• Maintain records, review, renew, quote, and bind business.
• Ensure client asset protection through comprehensive insurance.
• Collaborate with underwriters for customer solutions.
• Create and distribute client invoices.

Skills

Customer service

Communication skills

Multitasking

Organizational skills

Decision-making

Education

High school diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

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

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

Note: if the position is posted as 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. On‑site presence may be 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 multitasking, 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

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Industries: Insurance