Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

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, renewals, remarks, invoicing, and policy reviews. The role includes mentoring Account Associates and collaborating with underwriters and sales teams to meet client needs.

Fully remote for candidates in the EST time zone, with on-site expectations per policy for local candidates; Florida personal lines experience is preferred to ensure accurate coverage and responsive service.

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 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

Industry experience

Customer service

Communication

Multi-tasking

Organizational skills

Delegation

Decision making

Education

High School Diploma or equivalent

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service, renewals, remarks, invoicing, and policy reviews. The role includes mentoring Account Associates and collaborating with underwriters and sales teams to meet client needs.

Fully remote for candidates in the EST time zone, with on-site expectations per policy for local candidates; Florida personal lines experience is preferred to ensure accurate coverage and responsive service.