Personal Lines Account Manager jobs in United States
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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

Personal Lines PoliciesState LicensingCustomer ServiceMS Office ProficiencyMulti-taskingDelegation SkillsHigh AccuracyCommunication SkillsOrganizational SkillsDecision-making Skills

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

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Insurance Office of America is a full-service insurance agency.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-10-07Private Equity

Leadership Team

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Dennis Robinson
Sr. Vice President / Partner
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Heath Ritenour
Chairman of the Board
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Company data provided by crunchbase