About this opportunity
Insurance Office of America lists this Account Manager - Personal Lines opportunity in altadena, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Account Manager - Personal Lines – Insurance Office of America
Job Title: Personal Lines Account Manager
Location: Fully remote for California or Nevada based candidates. Experience: Quoting & Binding Personal Lines Policies.
Note: If this position is posted as either fully remote and/or hybrid, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity. Additionally, there may be occasions when on-site presence is necessary to meet specific business needs. Learn more about our locations here: ioausa.com/locations
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. Handles proposals, AORs (Agency of Record), cancellations, and policy reviews. Manages incoming correspondence and facilitates effective team communication, including delegating work to Account Associates. Mentors and trains team members, fostering professional growth.
Key Responsibilities
Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines.
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
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 $70,304 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.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Sales and Business Development
Industries
Insurance
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Worksite address
altadena, CA, 91001, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.