Remote Personal Lines Account Manager (EST)

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

Benefits offered by this job

Company-paid health insurance

Paid holidays, vacations, and sick pay

401K with employer match

Employee stock plan participation

Professional growth and career options

Respectful culture and work-life平衡

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to oversee client service for renewals, remarkets, invoicing, and policy reviews. The role includes mentoring Account Associates and ensuring high-quality service within an EST remote work setup.

The ideal candidate has 5+ years of personal lines experience, an active license, excellent communication, and strong MS Office skills. A high level of accuracy and collaboration with underwriters and sales teams are essential.

Qualifications

• 5+ years of industry experience in personal lines or insurance.
• Active state license required.
• Excellent customer service and communication skills.
• Strong multitasking, organizational, delegation, and decision-making abilities.
• High accuracy in handling large volumes of work.
• Proficiency in MS Office (Outlook, Word, Excel).
• High School diploma or equivalent.

Responsibilities

• Manage book of business: renewals, remarkets, quotes, and bind new lines.
• Protect clients by offering comprehensive insurance and closing coverage gaps.
• Collaborate with underwriters to tailor solutions for customers.
• Monitor expirations, renewals, and accounts receivable to ensure timely servicing.
• Create client invoices for new business and renewals; collect outstanding balances.
• Assist with client claims processes as needed.
• Ensure productivity, quality, and service standards; coach as needed.
• Communicate with supervisor about obstacles and performance expectations.

Skills

Customer service

Communication

Multitasking

Organization

Delegation

Decision making

Attention to detail

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 for renewals, remarkets, invoicing, and policy reviews. The role includes mentoring Account Associates and ensuring high-quality service within an EST remote work setup.

The ideal candidate has 5+ years of personal lines experience, an active license, excellent communication, and strong MS Office skills. A high level of accuracy and collaboration with underwriters and sales teams are essential.