Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service, renewals, and policy administration. Fully remote for candidates in EST, with hybrid on-site as needed near branches.

The role collaborates with underwriters and sales teams to protect client assets, manage invoicing, AORs, and claims support, while mentoring Account Associates and maintaining high service standards.

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

• Maintain records, review renewals, remarket, quote, and bind additional lines.
• Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps.
• Work with underwriters to find creative solutions for customer needs.
• Track expiration, past due renewals, and A/R reports to ensure timely servicing.
• Create and distribute client invoicing for new business, renewals, and endorsements; collect outstanding balances.
• Facilitate client claims processes as needed.
• Ensure productivity, efficiency, quality, and service standards are met; coach as needed.
• Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement coaching.
• Work with commercial sales to develop solutions for mutual clients.
• Champion IOA core values and demonstrate integrity and leadership.

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service, renewals, and policy administration. Fully remote for candidates in EST, with hybrid on-site as needed near branches.

The role collaborates with underwriters and sales teams to protect client assets, manage invoicing, AORs, and claims support, while mentoring Account Associates and maintaining high service standards.