Insurance Office of America · 3 hours ago
Personal Lines Account Manager
Insurance Office of America is seeking a Personal Lines Account Manager to oversee client service and communication. The role involves managing administrative processes for client insurance policies, mentoring team members, and ensuring excellence in client interactions.
Insurance
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
Qualification
Required
5+ years of industry experience
State required active licensing (2-20 or 20-44)
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)
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
Company
Insurance Office of America
Insurance Office of America is a full-service insurance agency.
Funding
Current Stage
Late StageTotal Funding
unknown2025-10-07Private Equity
Recent News
2026-01-22
FinTech Global
2025-10-07
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