Account Manager - Personal Lines

Join to apply for the Account Manager - Personal Lines role at Insurance Office of AmericaFully remote for California or Nevada based candidates.| Experience: Quoting & Binding Personal Lines Policies.Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations.About the RoleResponsible 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.Key ResponsibilitiesBook 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 Qualifications5+ years of industry experienceState required active licensingExceptional customer service and communication skillsStrong multi-tasking, organizational, delegation, and decision-making skillsHigh accuracy in handling large work volumesProficiency in MS Office (Outlook, Word, Excel)High School diploma (or equivalent)What We OfferCompetitive salaries and bonus potentialCompany-paid health insurancePaid holidays, vacations, and sick time401K with employer matchEmployee stock plan participationProfessional growth and career progression opportunitiesRespectful culture and work/family life balanceCommunity service commitmentSupportive teammates and a rewarding work environmentWhat To Expect (Application Process)30-Minute Phone Screen, Online Assessments, and Interview(s)The expected pay range for this position is $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.Seniority levelMid-Senior levelEmployment typeFull-timeJob functionSales and Business DevelopmentIndustriesInsuranceJ-18808-Ljbffr