Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Competitive salaries and bonus

Company-paid health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Employee stock plan participation

Professional growth opportunities

Job summary

Insurance Office Of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration on a fully remote basis for candidates in the EST time zone.

The role emphasizes renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports, with mentoring responsibilities for Account Associates. Requires 5+ years in the industry and active licensing.

Qualifications

• 5+ years of personal lines experience.
• Active licensing as required by state.
• 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: renewals, remarkets, quotes, and bind additional lines.
• Ensure clients' assets are protected through comprehensive insurance products.
• Collaborate with underwriters to craft solutions for client needs.
• Monitor expirations, past due renewals, and A/R reports.
• Create and distribute client invoicing for new business and renewals; collect balances.
• Facilitate client claims processes as needed.
• Monitor productivity, quality, and service; suggest improvements.
• Maintain clear communication with supervisor and mentor team members.
• Collaborate with commercial sales to serve mutual clients.
• Uphold IOA core values and demonstrate integrity.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Delegation

MS Office

Education

High School diploma or equivalent

Tools

MS Office Suite

Job description

Insurance Office Of America, Inc. is seeking a Personal Lines Account Manager to oversee client service and policy administration on a fully remote basis for candidates in the EST time zone.

The role emphasizes renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports, with mentoring responsibilities for Account Associates. Requires 5+ years in the industry and active licensing.