Account Manager - Personal Lines

Insurance Office of America•Duluth, GA

20h•$50,000 - $60,000•Remote

About The Position

The Personal Lines Account Manager oversees client service and communication, ensuring excellence in every interaction. The role manages administrative processes for client insurance policies, including renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. Other duties include handling proposals, AORs (Agency of Record), cancellations, and policy reviews. The Account Manager manages incoming correspondence, facilitates effective team communication, and delegates work to Account Associates. The role also includes mentoring and training team members to support their professional growth and development. The position is fully remote for candidates able to work in the EST time zone. Under company policy, individuals residing within 50 miles of a branch location may be required to work onsite in a hybrid capacity, and onsite presence may occasionally be required to meet business needs.

Requirements

At least 5 years of industry experience.
Active licensing required by the state.
Exceptional customer service and communication skills.
Strong multitasking, organizational, delegation, and decision-making skills.
High accuracy when handling large work volumes.
Proficiency in Microsoft Office, including Outlook, Word, and Excel.
High school diploma or equivalent.
Florida personal lines experience.
Ability to work in the EST time zone.

Responsibilities

Maintain book-of-business records; review and bind renewals; remarket, quote, and bind additional lines of business.
Protect clients’ assets with comprehensive insurance products and help eliminate coverage gaps.
Collaborate with underwriters to find solutions for customer needs.
Monitor expiration, past-due renewal, and accounts receivable reports to ensure timely servicing.
Create and distribute client invoices for new business, renewals, and premium-bearing endorsements, and collect outstanding balances.
Facilitate client claims processes as needed.
Monitor productivity, efficiency, quality, and service standards, and recommend corrective actions when appropriate.
Communicate transparently with the supervisor about obstacles and performance expectations; seek and implement performance coaching.
Work with commercial sales personnel to develop solutions for mutual clients.
Manage client correspondence and facilitate team communication, including delegating work to Account Associates.
Mentor and train team members to foster their professional growth and development.
Champion IOA core values and demonstrate integrity and leadership.