Personal Lines Account Manager

About This Role

Manage client service and communication for personal lines insurance policies, including renewals, remarkets, and invoicing. This role ensures client asset protection and eliminates coverage gaps through comprehensive product knowledge and close collaboration with underwriters.

Responsibilities

• Manage and maintain 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 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
• Monitor productivity, efficiency, quality, and service standards; 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
• Active state required 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