Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Health insurance

Bonus potential

401K with employer match

Paid holidays and time off

Stock plan participation

Professional growth opportunities

Supportive culture

Community service

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager who can work remotely in the EST time zone.

The role focuses on client service, renewals, remarkets, invoicing, and policy reviews, with mentorship of Account Associates and collaboration with underwriters. Ideal candidate has 5+ years in Florida personal lines, active licensing, exceptional communication, and strong organizational skills.

Qualifications

• Minimum 5+ years of industry experience in personal lines.
• State-issued active license required.
• Excellent customer service and communication skills.
• Strong multitasking, organizational, delegation, and decision-making abilities.
• High accuracy handling large workloads.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School diploma or equivalent.

Responsibilities

• Book of Business Management: maintain records, review and bind 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 premium-bearing endorsements; collect outstanding 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 performance 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

MS Office

Multitasking

Organizational skills

Delegation

Decision making

Education

High School diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager who can work remotely in the EST time zone.

The role focuses on client service, renewals, remarkets, invoicing, and policy reviews, with mentorship of Account Associates and collaboration with underwriters. Ideal candidate has 5+ years in Florida personal lines, active licensing, exceptional communication, and strong organizational skills.