Personal Lines Account Manager

Job Description

Job Description

Provides in-house customer service to clients as assigned and requested. Key Responsibilities: The successful Personal Lines Account Manager will assist in marketing new and renewal business, determine premiums, prepare proposals, and maintain underwriting and marketing information by carrier all while leading a small team of CSR's.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Mon-Fri Schedule

Career Growth Opportunities

Health Insurance

Hands on Training

About the Role: Responsible 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.

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 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 (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)