Personal Lines Account Manager

Insurance Office of America

Personal Lines Account Manager responsible for client service and communication overseeing administrative processes for client insurance policies at IOA. Mentors and trains team members, ensuring excellence in every interaction.

Posted 7/22/2026full-timeFlorida, Kansas, New York • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $55,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client service management, administrative processes for insurance policies, and effective team communication. Proven ability to mentor team members and ensure high standards of productivity and service quality.

Highest-signal resume keywords

Client Service ManagementInsurance Policy AdministrationTeam Mentoring and TrainingMS Office ProficiencyActive State Licensing

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy RenewalsInvoicingProposal HandlingMVRsClue ReportsAOR ManagementClaims FacilitationRecord MaintenanceQuote BindingExpiration Tracking

Soft Skills

Exceptional Customer ServiceStrong Communication SkillsMulti-TaskingOrganizational SkillsDecision-Making

Tools & Technologies

MS Office

Certifications & Qualifications

Active State Licensing

Industry Keywords

InsuranceClient CommunicationAdministrative ProcessesCoverage GapsUnderwriting Solutions

About the role

Key responsibilities & impact

Responsible for overseeing client service and communication, ensuring excellence in every interaction.
Managing administrative processes for client insurance policies such as renewals, remarkets, invoicing, evidence of insurance, MVRs, and Clue Reports.
Handle proposals, AORs (Agency of Record), cancellations, and policy reviews.
Managing incoming correspondence and facilitating effective team communication, including delegating work to Account Associates.
Mentoring and training team members, fostering their 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

What you’ll need

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)

Benefits

Comp & perks

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