Account Manager - Personal Lines
location_onSouth 2nd Street, Spring Valley, Pierce County, Wisconsin, 54767, United States
Job Description
About the Role
We are looking for an Account Manager – Personal Lines to join Insurance Office of America. This role is fully remote for California or Nevada based candidates. The Account Manager is responsible for overseeing client service and communication, ensuring excellence in every interaction. This position involves managing administrative processes for client insurance policies, renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. The role also includes handling proposals, AORs, cancellations, and policy reviews. Additionally, the Account Manager manages incoming correspondence and facilitates effective team communication, including delegating work to Account Associates. AORs, and policy reviews. The Account Manager mentors and trains team members, fostering their professional growth.
What We Offer
Insurance Office of America provides a competitive salary and bonus potential, company-paid health insurance, paid holidays, vacations, and sick time, and sick time, a 401(k) with employer match, and employee stock plan participation. We offer professional growth and career progression opportunities, a respectful culture and work/family life balance, community service commitment, and a supportive teammates and a rewarding work environment.
What To Expect (Application Process)
The application process includes a 30-minute phone screen, online assessments, and interview(s).
Equal Opportunity
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Work location
Work model: Remote
South 2nd Street, Spring Valley, Pierce County, Wisconsin, 54767, United States
Wisconsin
Key Responsibilities
- check_circleManage client service and communication to ensure excellence in every interaction
- check_circleQuote and bind personal lines policies and additional lines of business
- check_circleCreate and distribute client invoicing for new business and collect outstanding balances
- check_circleFacilitate client claims processes as needed
- check_circleMentor and train team members to foster professional growth
- check_circleCollaborate with underwriters to find creative solutions for customer needs
- check_circleAdminister client insurance policies including renewals, remarkets, and invoicing
- check_circleMonitor expiration, past-due renewals, and A/R reports for timely servicing
Requirements
- verified5+ years of industry experience
- verifiedState-required active licensing
- verifiedProficiency in MS Office (Outlook, Word, Excel)
- verifiedHigh School diploma (or equivalent)
Benefits & Perks
Similar Job Opportunities
Skills, education and keywords
Skills: ms office, outlook, word, excel, personal lines, insurance, mvr, clue reports.
Education: High School diploma (or equivalent).