Remote Personal Lines Account Manager (EST)

Insurance Office Of America, Inc.; Largo (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 sick时间

Employee stock plan participation

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service, renewals, remarkets, invoicing, and policy reviews. You will manage communications, delegate work to Account Associates, and mentor team members to support their professional growth.

The role emphasizes strong customer service, collaboration with underwriters, and monitoring A/R and renewals while maintaining high standards of accuracy and efficiency.

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

• Book of Business Management: Maintain records, renewals, remarket, quote, and bind.
• Client Protection: Ensure clients' assets are protected through comprehensive insurance products.
• Underwriter Collaboration: Work with underwriters to find creative solutions.
• Report Monitoring: Track expiration, past due renewals, and A/R reports.
• Invoicing: Create and distribute client invoicing and collect balances.
• Claims Assistance: Facilitate client claims processes as needed.
• Performance Monitoring: Ensure productivity, quality, and service standards; suggest improvements.
• Supervisor Communication: Maintain open communication with supervisor and seek coaching.
• Sales Collaboration: Work with commercial sales to develop solutions for mutual clients.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Decision making

Mentoring

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, remarkets, invoicing, and policy reviews. You will manage communications, delegate work to Account Associates, and mentor team members to support their professional growth.

The role emphasizes strong customer service, collaboration with underwriters, and monitoring A/R and renewals while maintaining high standards of accuracy and efficiency.