Personal Lines Account Manager

About This Role

Manage personal lines insurance policies for clients, ensuring excellent service and communication. This role involves handling renewals, remarkets, invoicing, and claims assistance, as well as mentoring junior team members.

Responsibilities

• Manage client records, review and bind renewals, remarket, quote, and bind additional lines of business.
• Ensure client assets are protected through comprehensive insurance products and eliminate coverage gaps.
• Collaborate with underwriters to find creative solutions for customer needs.
• Monitor expiration, past due renewals, and A/R reports for timely servicing.
• Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
• Facilitate client claims processes as needed.
• Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions.
• Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
• Collaborate with commercial sales personnel to develop solutions for mutual clients.
• Champion IOA core values and demonstrate integrity and leadership.

Requirements

• 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)

Qualifications

• High School diploma (or equivalent)
• 5+ years of industry experience

Skills

* Required skills

Benefits