Account Manager
1 week ago
Join to apply for the Account Manager - Personal Lines role at Insurance Office of America
Fully remote for California or Nevada based candidates.
Individuals residing within a 50?mile radius of a branch may be required for on?site work in a hybrid capacity. Occasionally on?site presence may be necessary for specific business needs. Learn more about our locations.
Responsible for overseeing client service and communication, ensuring excellence in every interaction. Duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. The role also handles proposals, AORs, cancellations, policy reviews, incoming correspondence, and facilitates effective team communication, delegating work to Account Associates. The Account Manager mentors and trains team members, fostering their 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 for 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.
- 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)
- 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
- 30?Minute Phone Screen, Online Assessments, and Interview(s)
Salary Range
The expected pay range for this position is $70,304 to $75,000 per year, depending on experience, relevant skills, and geographic location.
Seniority levelMid?Senior level
Employment typeFull?time
Job functionSales and Business Development
IndustriesInsurance
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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