Insurance Office of America
Account Manager - Personal Lines
Insurance Office of America, Anaheim, California, United States, 92808
Overview
Account Manager - Personal Lines role at Insurance Office of America. Fully remote for California based candidates. Quoting & Binding Personal Lines Policies. About the Role: 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. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital, including delegating work to Account Associates. The Account Manager also mentors and trains team members to foster 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 close 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 Qualifications
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) What We Offer
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 What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range
The expected pay range for this position is $65,000 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. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance Notes: Referrals increase your chances of interviewing at Insurance Office of America. #J-18808-Ljbffr
Account Manager - Personal Lines role at Insurance Office of America. Fully remote for California based candidates. Quoting & Binding Personal Lines Policies. About the Role: 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. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital, including delegating work to Account Associates. The Account Manager also mentors and trains team members to foster 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 close 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 Qualifications
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) What We Offer
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 What To Expect (Application Process)
30-Minute Phone Screen, Online Assessments, and Interview(s) Salary Range
The expected pay range for this position is $65,000 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. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Industries: Insurance Notes: Referrals increase your chances of interviewing at Insurance Office of America. #J-18808-Ljbffr