Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and vacation time

Sick time

Employee stock plan participation

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service, renewals, invoicing, and policy reviews in a fully remote role serving the EST time zone.

The ideal candidate will have Florida personal lines experience, active licensing, strong communication skills, and the ability to mentor Account Associates while coordinating with underwriters and sales teams.

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.
• 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

Multi-tasking

Organizational skills

Delegation

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, renewals, invoicing, and policy reviews in a fully remote role serving the EST time zone.

The ideal candidate will have Florida personal lines experience, active licensing, strong communication skills, and the ability to mentor Account Associates while coordinating with underwriters and sales teams.