Remote Personal Lines Account Manager (EST)

Insurance Office Of America, Inc.; Crawfordville (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 opportunities

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service for Florida accounts, including renewals, remarkets, invoicing, and policy reviews. The role also mentors Account Associates and may require on-site presence to meet business needs.

Ideal candidates have 5+ years in the industry, an active license, excellent communication, and MS Office proficiency. Remote work in EST is supported with some in-office requirements.

Qualifications

• Exceptional customer service and communication skills.
• Strong multi-tasking, organizational, delegation, and decision-making skills.
• High accuracy in handling large work volumes.

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 endorsements; collect 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 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

Organization

Decision making

Education

High School diploma

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service for Florida accounts, including renewals, remarkets, invoicing, and policy reviews. The role also mentors Account Associates and may require on-site presence to meet business needs.

Ideal candidates have 5+ years in the industry, an active license, excellent communication, and MS Office proficiency. Remote work in EST is supported with some in-office requirements.