Account Manager - Personal Lines

Personal Lines Account Manager

Fully remote for California or Nevada based candidates. Experience in quoting & binding personal lines policies.

About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Manage administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. Handle proposals, Agency of Record (AOR) assignments, cancellations, and policy reviews. Facilitate effective team communication, delegate work to Account Associates, and mentor and train team members to foster professional growth.

Key Responsibilities:

• Book of Business Management:
  Maintain records, review and bind 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.

Ideal Candidate

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)

What We Offer:

• Competitive salaries and bonus potential
• Company‑paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What To Expect (Application Process):

• 30‑Minute Phone Screen, Online Assessments, and Interview(s)

Salary Range: $70,304 to $75,000 per year, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.