Remote Personal Lines Account Manager — EST

Insurance Office Of America, Inc.; Green Cove Springs (FL); Remote; USD 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

Health insurance

401K with employer match

Paid holidays and vacation time

Employee stock plan participation

Professional growth opportunities

Respectful culture and work-life blend

Zusammenfassung

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to remotely manage client service, renewals, and policy reviews for Florida-based accounts. The role emphasizes onboarding and mentoring Account Associates while coordinating with underwriters to craft tailored solutions.

The ideal candidate has 5+ years in personal lines, holds an active license, and exhibits exceptional customer service and communication skills. On-site may be required occasionally per policy.

Qualifikationen

• 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).

Aufgaben

• Manage renewals, invoicing, and AORs for client policies.
• Oversee client service and communication with a focus on accuracy.
• Collaborate with underwriters to tailor coverage for clients.
• Monitor expiring policies and A/R to ensure timely servicing.
• Prepare and send client invoices for new business and renewals.
• Assist clients with claims processes and follow-ups.
• Coach and mentor Account Associates for growth.
• Communicate performance expectations with supervisor and implement improvements.
• Work with sales to develop solutions for mutual clients.
• Uphold IOA core values and lead with integrity.

Kenntnisse

Customer service

Communication

MS Office

Ausbildung

High School diploma

Tools

MS Office Suite

Jobbeschreibung

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to remotely manage client service, renewals, and policy reviews for Florida-based accounts. The role emphasizes onboarding and mentoring Account Associates while coordinating with underwriters to craft tailored solutions.

The ideal candidate has 5+ years in personal lines, holds an active license, and exhibits exceptional customer service and communication skills. On-site may be required occasionally per policy.