Remote Personal Lines Account Manager, Client Growth

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

Benefits offered by this job

Competitive salaries and bonus poten­t

Company-paid health insurance

Paid holidays, vacations, and sick时间

401K with employer match

Employee stock plan participation

Professional growth and careeroppor­t

Respectful culture and work/familyl i

Job summary

Insurance Office Of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and communications, handle renewals, remarkets, invoicing, and policy reviews while coordinating with Account Associates.

The role emphasizes mentoring team members, managing book of business, collaborating with underwriters, and ensuring coverage gaps are closed, with fully remote options for candidates in the EST time zone.

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, 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

Delegation

Decision making

Attention to detail

Education

High School diploma

Tools

MS Office (Outlook/Word/Excel)

Job description

Insurance Office Of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and communications, handle renewals, remarkets, invoicing, and policy reviews while coordinating with Account Associates.

The role emphasizes mentoring team members, managing book of business, collaborating with underwriters, and ensuring coverage gaps are closed, with fully remote options for candidates in the EST time zone.