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Personal Lines Account Manager - Palm Coast, FL
Insurance Office of AmericaPalm Coast, United Statesfull_timeVerifiedPosted 12 Nov 2024
About the role
Title: Personal Lines Account Manager
Welcome to Insurance Office of America – one of the nation’s largest and premier privately held insurance agencies! Recognized as a Top Workplaces USA Award winner, IOA’s commitment to both a rewarding culture and employee satisfaction is unwavering. Prioritizing a strong work/life balance, personal and professional growth, competitive benefits, and giving back to our community aren’t just clichés here – they’re a part of who we are. With a growing workforce and over 60 office locations across the US and Northern Ireland, we can confidently serve our clients with an unmatched standard of excellence. Want to learn more? Complete the application below and one of our talented recruiters will be ready to answer any other questions you may have. Job Summary Responsible for IOA account management activities including: Client service and communications; team leadership; directing daily tasks and work activities of Account Coordinators and CSRs; team productivity quality, and service levels; implementation of client insurance policies, administrative processes, tracking, renewals, new policy set-up, online rating, invoicing, accounts receivable monitoring, audit and contract review, and policy review data management/entry; team and individual processional developmental identification for sales opportunities.What You’ll Do: • Manages an assigned book of business, meeting all performance requirements regardingproduction, quality, and service, and ensuring that no liability associated with errors and omissionsoccur.• Regularly interacts with new and existing clients as needed on moderately to high complex P/Laccounts.• Responsible for devising creative solutions to meet client needs as to coverage and cost.• Actively seeks to grow IOA business, including identifying and acting on sales opportunities. Trackspolicy expirations for existing clients, and works proactively to ensure appropriate actions are takento facilitate renewals. •• Facilitates the management of Expiration and AR reports.• Participates in new business and policy renewal process in conjunction with Producer, CSR, AcctCoordinator, or Ops Team Leader including:- Conducting client research and gathering all necessary information to ensure proper
- coverages.
- Commissions Checking with Carriers. (Accounting Requested)
- Evaluating and negotiating coverages and pricing.
- Generating and presenting proposals.
- Binding coverages, including securing signed mandatory forms and applications per IOA
- procedures.
- Non-payment Cancellation Email/Phone calls to Insured/No Coverage letters.
- Prepare Summary of Insurance.
- Aged Accounts Receivables, Past Due, and Payments received for Endorsements.
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