Personal Lines Account Manager

About This Role

This role is responsible for managing client service and communication for personal lines insurance policies. It involves administrative processes such as renewals, remarkets, and invoicing, as well as mentoring team members.

Responsibilities

• Oversee client service and communication, ensuring excellence in every interaction
• Manage administrative processes for client insurance policies including renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports
• Handle proposals, Agency of Record (AOR) changes, cancellations, and policy reviews
• Manage incoming correspondence and facilitate effective team communication
• Delegate work to Account Associates
• Mentor and train team members, fostering professional growth and development
• Maintain records, review and bind renewals, remarket, quote, and bind additional lines 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)
• High School diploma (or equivalent)

Qualifications

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

Skills

* Required skills

Benefits