What are the responsibilities and job description for the Account Manager - Personal Lines position at SimplyIOA?
Personal Lines Account Manager
We’re SimplyIOA, an InsureTech company based out of Lake Mary, FL backed by one of the nation's largest insurance brokers, Insurance Office of America. In partnership with some of the most respected and trusted insurance providers, such as Progressive, Safeco, Travelers, and Nationwide, SimplyIOA is the nation’s first fully-integrated comparison, quote and buy platform. The industry‐leading technology, underpinned by sophisticated data science and machine learning, allows consumers to compare providers, receive quotes and buy an insurance policy online within 3 minutes.
At SimplyIOA, we’re driven by our mission and core values. We work hard, but we have fun too. Workplace ideals like leading by serving, work/family life balance, and giving back to our community aren’t just clichés here – they’re a part of who we are. We believe in helping people grow, develop and achieve their professional goals, so when you join the SimplyIOA team you truly become a partner in our shared success.
We’re looking for a Personal Lines Account Manager to join our team!
This position would be 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 and retention opportunities.
Personal Lines Account Manager essential functions include:
- Managing an assigned personal lines insurance book of business
- Delivering amazing client service
- Providing leadership to a support team, including directing their day-to-day activities and work flows
- Ensuring all productivity, quality, and service standards are met
- Implementing client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivables monitoring, audit and contract review, finance contact preparation, and policy review
- Maintaining current, accurate data in the agency management system
- Developing and maintaining positive, productive relationships with IOA agents, leadership, peers, co-workers, teammates, and employees
Qualified candidates will have:
- 3 years of Personal Lines Account Management experience
- All required active licensing
- Exceptional customer service skills
- Excellent multi-tasking, organizational, delegation and decision-making skills
- Outstanding verbal/written communication skills
- Ability to perform large work volumes with high degrees of accuracy
- PC proficiency, including MS Office
- Exceptional personal character, including a strong work ethic, positive attitude, and willingness to assist others at all times
Great Reasons to Work at IOA include:
- 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
If you're ready to take a leap forward in your career, please click below to apply. Any candidates meeting the qualification requirements for the Personal Lines Account Manager role will be contacted. We’re looking forward to hearing from you!
Job Type: Full-time
Pay: $40,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Personal Lines Insurance: 3 years (Preferred)
- Customer Service: 1 year (Preferred)
License/Certification:
- 2-20 or 20-44 Insurance License (Preferred)
Work Location: One location
