What are the responsibilities and job description for the Personal Lines Account Manager - Hybrid position at Insurance Office of America?
Description
Insurance Office of America (IOA) is the fourth largest privately held insurance brokerage in the United States. Founded in 1988, IOA is a recognized leader in providing property and casualty, employee benefits, and personal lines insurance and risk management solutions as well as insurtech innovation. Headquartered in Longwood, Florida, part of the greater Orlando community, IOA has more than 1,300 associates located in over 60 offices in the U. S. and United Kingdom. In California, dba IOA Insurance Services. (#0E67768) For more information, visit www.ioausa.com.
Job Description:
Title: Personal Lines Account Manager
(Hybrid): (1-2 days in office) | (Location/Based out of Longwood, FL) | Experience: Quoting and Binding Personal Lines Policies
About the Role: Responsible for overseeing client service and communication, ensuring excellence in every interaction. Their duties include managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports. They also handle proposals, AORs (Agency of Record), cancellations, and policy reviews. Managing incoming correspondence and facilitating effective team communication are vital aspects of the role, including delegating work to Account Associates. Additionally, the Account Manager plays a key role in mentoring and training team members, fostering their professional growth and development.
Key Responsibilities:
Book of Business Management: Maintain records, review and bind renewals, remarket, quote, and bind additional lines of business.
Client Protection: Ensure clients' assets are protected through comprehensive insurance products and eliminate coverage gaps.
Underwriter Collaboration: Work with underwriters to find creative solutions for customer needs.
Report Monitoring: Track expiration, past due renewals, and A/R reports to ensure timely servicing.
Invoicing: Create and distribute client invoicing for new business, renewals, and premium-bearing endorsements; collect outstanding balances.
Claims Assistance: Facilitate client claims processes as needed.
Performance Monitoring: Ensure productivity, efficiency, quality, and service standards are met; recommend corrective actions when appropriate.
Supervisor Communication: Maintain transparent communication with supervisor regarding obstacles and performance expectations; seek and implement performance coaching.
Sales Collaboration: Work with commercial sales personnel to develop solutions for mutual clients.
Champion IOA core values and demonstrate integrity and leadership.
Ideal Candidate Qualifications:
5 years of industry experience
State required active licensing
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)
What We Offer:
Competitive salaries and bonus potential
Company-paid health insurance
Paid holidays, vacations, and sick time
401K with employer match
Employee stock plan participation
Professional growth and career progression opportunities
Respectful culture and work/family life balance
Community service commitment
Supportive teammates and a rewarding work environment
What to Expect (Application Process):
30-Minute Phone Screen, Online Assessments, and Interview(s)
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
https://www.ioausa.com/
