Personal Lines Account Manager

About This Role

This role is responsible for delivering excellent client service and communication, managing administrative processes for client insurance policies, and playing a key role in mentoring and training team members.

Responsibilities

• Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business for the book of business
• Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps
• Work with underwriters to find creative solutions for customer needs
• Track expiration, past due renewals, and A/R reports to ensure 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 when appropriate
• Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching
• Work 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)
• Experience quoting & binding personal lines policies

Qualifications

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

Skills

* Required skills

Benefits