Remote Personal Lines Account Manager (EST)

Insurance Office Of America, Inc.

Gainesville (GA)

Remote

USD 50,000 - 60,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
401K with employer match
Paid holidays
Career progression

Job summary

Insurance Office of America, Inc. seeks a Personal Lines Account Manager to oversee client service for personal insurance policies, renewals, invoicing, and correspondence.

The role includes mentoring Account Associates and collaborating with underwriters to tailor coverage and maintain high service standards. Candidates should have Florida Personal lines experience or equivalent, be licensed, and able to work within EST hours.

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

  • Overseeing client service and communication with excellence in every interaction
  • Manage administrative processes for client policies: renewals, remarkets, invoicing, EOI, MVRs, and Clue Reports
  • Handle proposals, AORs, cancellations, and policy reviews
  • Manage incoming correspondence and facilitate team communication
  • Delegate work to Account Associates and mentor/train team members
  • Foster professional growth and development of staff
  • Maintain records, review and bind renewals, remarket, quote, and bind additional lines
  • Ensure assets are protected with comprehensive insurance products and close coverage gaps
  • Collaborate with underwriters to find solutions for customer needs
  • Track expiration, past due renewals, and A/R reports for timely servicing
  • Create and distribute client invoicing for new business, renewals, and endorsements; collect balances
  • Facilitate client claims processes as needed
  • Monitor performance, quality, productivity; suggest improvements
  • Maintain transparent communication with supervisor regarding obstacles and performance expectations
  • Work with commercial sales to develop solutions for mutual clients
  • Champion IOA core values and demonstrate integrity and leadership

Skills

Customer service
Communication
MS Office
Multi-tasking
Organizational skills
Delegation
Decision-making

Education

High School diploma (or equivalent)

Tools

MS Office (Outlook, Word, Excel)

Job description

Insurance Office of America, Inc. seeks a Personal Lines Account Manager to oversee client service for personal insurance policies, renewals, invoicing, and correspondence.

The role includes mentoring Account Associates and collaborating with underwriters to tailor coverage and maintain high service standards. Candidates should have Florida Personal lines experience or equivalent, be licensed, and able to work within EST hours.

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