Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Competitive salaries

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Employee stock plan participation

Professional growth and career options

Work-life balance

Community service commitment

Job summary

Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service, renewals, and policy administration. Fully remote for candidates in the EST time zone, with on-site requirements possible for some locations per policy.

You will collaborate with underwriters, manage invoicing and A/R, mentor Account Associates, and help grow mutual business with commercial sales. At least 5+ years in personal lines and active licensing are required, along with strong MS Office

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 and renewals; manage remarket, quote, and bind additional lines of business.
• Ensure clients' assets are protected through comprehensive insurance products.
• 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 balances.
• Facilitate client claims processes as needed.
• Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek coaching.
• 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 skills

Decision making

MS Office

Education

Active state license

High School diploma

Job description

Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service, renewals, and policy administration. Fully remote for candidates in the EST time zone, with on-site requirements possible for some locations per policy.

You will collaborate with underwriters, manage invoicing and A/R, mentor Account Associates, and help grow mutual business with commercial sales. At least 5+ years in personal lines and active licensing are required, along with strong MS Office