Remote Florida Personal Lines Account Manager (EST)

Insurance Office Of America, Inc.

Daytona Beach (FL)

Remote

USD 50,000 - 60,000

Full time

42 hours ago
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Benefits offered by this job

Competitive salaries and bonus
Company-paid health insurance
401K with employer match
Employee stock plan participation
Professional growth and career prog.},
Respectful culture and work/family
Community service commitment
Supportive teammates and rewarding env

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration in a fully remote role aligned to EST hours. The role concentrates on renewals, remarkets, invoicing, evidence of insurance, AORs, and policy reviews while mentoring Account Associates.

Florida-licensed candidates with strong service skills are preferred. The position emphasizes collaboration with underwriters and sales teams to deliver complete solutions and protect

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)

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.

Skills

Customer service
Communication
Multi-tasking
Organizational skills
Delegation
Decision-making

Education

High School diploma (or equivalent)

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration in a fully remote role aligned to EST hours. The role concentrates on renewals, remarkets, invoicing, evidence of insurance, AORs, and policy reviews while mentoring Account Associates.

Florida-licensed candidates with strong service skills are preferred. The position emphasizes collaboration with underwriters and sales teams to deliver complete solutions and protect

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