Remote Personal Lines Account Manager – EST Time Zone

Insurance Office Of America, Inc.

Boca Raton (FL)

Remote

USD 50,000 - 60,000

Full time

44 hours ago
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Benefits offered by this job

Company-paid health insurance
Paid holidays, vacations, and sicktime
401K with employer match
Employee stock plan participation
Professional growth and career growth
Respectful culture
Community service commitment
Supportive teammates

Job summary

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to work remotely for candidates in the EST time zone with Florida personal lines experience.

You will oversee client service, renewals, remarkets, invoicing, E&O, and policy reviews while mentoring Account Associates. Ideal candidates bring exceptional customer service, strong communication, multitasking, and organizational skills, plus licensing.

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.
  • 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 skills
Multitasking
Organizational skills
Delegation
Decision-making

Education

High School diploma

Tools

MS Office
Excel
Outlook
Word

Job description

Insurance Office of America, Inc. is seeking a Personal Lines Account Manager to work remotely for candidates in the EST time zone with Florida personal lines experience.

You will oversee client service, renewals, remarkets, invoicing, E&O, and policy reviews while mentoring Account Associates. Ideal candidates bring exceptional customer service, strong communication, multitasking, and organizational skills, plus licensing.

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