Remote Personal Lines Account Manager - Client Growth

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Employee stock plan participation

Professional growth and career options

Respectful culture and work/family BAL

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration on a fully remote basis for candidates in the EST time zone. Ideal candidates have Florida personal lines experience and licensing.

The role involves managing renewals, remarkets, invoicing, AORs, and policy reviews, while mentoring Account Associates and collaborating with underwriters. Strong MS Office skills are required.

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 to ensure excellence in every interaction.
• Manage administrative processes for client policies: renewals, remarkets, invoicing, EOI, MVRs, Clue Reports.
• Handle proposals, AORs, cancellations, and policy reviews.
• Direct incoming correspondence and coordinate team communication; delegate work to Account Associates.
• Mentor and train team members to foster growth.
• Collaborate with underwriters to tailor solutions for clients.
• Track renewals, expirations, and A/R to ensure timely servicing.
• Create and distribute client invoicing for new business and renewals; collect balances.
• Assist clients with claims processes as needed.
• Support sales collaboration with commercial teams.

Skills

Customer service

Communication

MS Office

Multitasking

Attention to detail

Active license

Education

High School diploma

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration on a fully remote basis for candidates in the EST time zone. Ideal candidates have Florida personal lines experience and licensing.

The role involves managing renewals, remarkets, invoicing, AORs, and policy reviews, while mentoring Account Associates and collaborating with underwriters. Strong MS Office skills are required.