Personal Lines Account Manager - Southeast

11 hours ago

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Insurance Office of America

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Bonds • Commercial Insurance • Group Benefits • Individual Benefits • Personal Insurance

1001 - 5000

Description

• Responsible for IOA account management activities including: Client service and communications; team leadership; directing daily tasks and work activities of Account Coordinators and CSRs • Manages an assigned book of business • Regularly interacts with new and existing clients on moderately to high complex P/L accounts • 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 • Tracks policy expirations for existing clients • Facilitates the management of Expiration and AR reports • Participates in new business and policy renewal process • Creates and distributes client invoicing for any new business, renewals, or premium bearing transactions • Assists with facilitation of client claims processes as needed • Develops and maintains positive carrier relationships • Monitors Individual performance to ensure productivity, efficiency, quality, and service standards are met

Requirements

• 5+ years of insurance experience • College degree preferred, high school diploma or equivalent required • All required active licensing – minimum of 20-44 • Advanced customer service skills • Excellent multi-tasking, organizational, delegation and decision-making skills • Advanced verbal/written communication skills • Ability to perform substantial work volumes with high degrees of accuracy • PC proficiency, including basic knowledge of MS Office • Ability to read and interpret data for application in rational decision making • Exceptional personal character

Benefits

• Competitive salaries and bonus earning potential • Great benefits, including company paid health insurance • Paid time off for holidays, vacations, and sick time • 401K with an employer match • Participation in our employee stock plan • Opportunities for professional growth and career progression • A culture that emphasizes respect for every individual • Company commitment to work/family life balance and community service • Teammates who share your drive for excellence • Knowing every day you are helping our clients protect their families and businesses