Remote Personal Lines Account Manager: Client Care Growth

Insurance Office Of America, Inc.; Lake Alfred (FL); Remote; USD 50,000 - 60,000; Full time

Job summary

Insurance Office of America, Inc. is seeking a fully remote Personal Lines Account Manager to support EST-time candidates. The role focuses on servicing client policies, renewals, remarkets, invoicing, and policy reviews while guiding Account Associates.

A minimum of 5 years in personal lines and active licensing are required, along with strong MS Office skills and a commitment to accuracy. The position collaborates with underwriters and sales teams, ensuring coverage gaps are minimized and

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

• Oversee client service and communication, ensuring excellence in every interaction.
• Manage administrative processes for client insurance policies including renewals, remarkets, invoicing, evidences of insurance, MVRs, and Clue Reports.
• Handle proposals, AORs (Agency of Record), cancellations, and policy reviews.
• Mentor and train team members, fostering growth and development.
• Collaborate with underwriters to find solutions for client needs.
• Track expirations, renewals, and A/R to ensure timely servicing.
• Create and distribute client invoicing for new business and renewals; collect balances.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Decision-making

Education

High School diploma

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a fully remote Personal Lines Account Manager to support EST-time candidates. The role focuses on servicing client policies, renewals, remarkets, invoicing, and policy reviews while guiding Account Associates.

A minimum of 5 years in personal lines and active licensing are required, along with strong MS Office skills and a commitment to accuracy. The position collaborates with underwriters and sales teams, ensuring coverage gaps are minimized and