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Job description
Join to apply for the Account Manager - Personal Lines role at Insurance Office of America
Title: Personal Lines Account Manager
Fully remote for California or Nevada based candidates
Experience: Quoting & Binding Personal Lines Policies
Location flexibility: Although the position is fully remote, we require employees who live within a 50‑mile radius of a branch to work onsite in a hybrid capacity on occasion. We may also require onsite presence for specific business needs. Learn more about our locations at ioausa.com/locations.
About the role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. The role manages administrative processes for client insurance policies such as renewals, remarkets, invoicing, and evidence of insurance, MVRs, and Clue Reports. It also handles proposals, AORs, cancellations, and policy reviews, manages incoming correspondence, facilitates effective team communication, and mentors team members.
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 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
401(k) 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.
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Worksite address
carlsbad, CA, 92002, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.