Account Manager - Personal Lines
About The Position
Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development.
Requirements
- 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, 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.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
