Personal Lines Account Manager

Insurance Office of America•Oviedo, FL

1d•$50,000 - $60,000•Remote

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)

Nice To Haves

Quoting & Binding Personal Lines Policies

Responsibilities

Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business.
Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps.
Work with underwriters to find creative solutions for customer needs.
Track expiration, past due renewals, and A/R reports to ensure timely servicing.
Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
Facilitate client claims processes as needed.
Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate.
Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
Work with commercial sales personnel to develop solutions for mutual clients.
Champion IOA core values and demonstrate integrity and leadership.