Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

401K with employer match

Employee stock plan

Job summary

Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service for policy renewals, remarkets, invoicing, and AORs. The role includes mentoring Account Associates, managing a book of business, and collaborating with underwriters to meet client needs.

Fully remote for EST time zone, with on-site requirements possible per policy. The ideal candidate has 5+ years in the industry, an active license, excellent communication, and strong multitasking abilities.

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.
• Client Protection: Ensure clients' assets are protected and gaps closed.
• Underwriter Collaboration: Work with underwriters on customer needs.
• Report Monitoring: Track expiration, renewals, and A/R.
• Invoicing: Create and distribute client invoicing; collect balances.
• Claims Assistance: Facilitate client claims processes.
• Performance Monitoring: Ensure productivity and service standards; suggest improvements.
• Supervisor Communication: Report obstacles and seek coaching.
• Sales Collaboration: Work with commercial sales to develop solutions for mutual clients.
• Champion IOA core values and demonstrate integrity and leadership.

Skills

5+ years exp

Active license

Customer service

multitasking

Organizational skills

Decision making

Education

High School diploma

Tools

MS Office

Job description

Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service for policy renewals, remarkets, invoicing, and AORs. The role includes mentoring Account Associates, managing a book of business, and collaborating with underwriters to meet client needs.

Fully remote for EST time zone, with on-site requirements possible per policy. The ideal candidate has 5+ years in the industry, an active license, excellent communication, and strong multitasking abilities.