Account Associate - Private Client Group (High Net Worth)

Insurance Office of America; Helena (MT); Remote; USD 32,000 - 38,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Supportive teammates

Job summary

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group personal lines accounts with policy servicing, correspondence, and carrier coordination.

You will work under the supervision of Account Managers to ensure accurate servicing and strong client experiences. The ideal candidate has 2+ years of personal lines experience, an active P&C license, and strong organizational skills.

Qualifications

• 2+ years of personal lines insurance experience.
• Active P&C license.
• Ability to obtain licensing in 50 states.
• Multiple carrier experience preferred but not required.
• Exceptional customer service and communication skills.
• Strong multi-tasking, organizational, and decision-making skills.
• High accuracy in handling large work volumes.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• High School diploma (or equivalent).

Responsibilities

• Client Service: deliver excellent service and strive for first-call resolution.
• Policy Servicing: process endorsements, cancellations, reinstatements, address changes.
• Correspondence Management: manage email, fax, and return mail communications.
• Underwriting Support: communicate with carriers and clients to fulfill requirements.
• Proofs of Insurance: prepare and deliver documents promptly.
• Team Collaboration: support account managers in servicing books of business.
• Claims Assistance: assist with client claims processes as needed.
• Performance Communication: report challenges and seek coaching feedback.
• Compliance & Relationship Building: adhere to policies and maintain carrier relationships.

Skills

Customer service

Communication

Multi-tasking

Attention to detail

Education

High School diploma or equivalent

Tools

Outlook

Word

Excel

Job description

Title: Private Client Group (Personal Lines) Account Associate

Work Mode

Fully Remote for candidates able to work 8-5 PST schedule

Supporting

• Private Client Group personal lines accounts

Required

• Active P&C license. Previous experience working in the California personal lines market is strongly preferred.

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations

About the Role

The Personal Lines Private Client Group Associate plays a critical role in supporting the account management team by assisting clients with their personal insurance needs. This role is responsible for policy servicing, administrative support, customer communications, and coordination with insurance carriers to ensure accurate and timely service. The ideal candidate demonstrates strong organizational skills, attention to detail, and a commitment to delivering exceptional client experiences while supporting agency growth and retention objectives.

Key Responsibilities

• Client Service: Deliver excellent service by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution.
• Policy Servicing: Process endorsements, cancellations, reinstatements, and address changes with a high degree of accuracy.
• Correspondence Management: Efficiently manage email, fax, and return mail communications, ensuring timely updates to client records.
• Underwriting Support: Communicate with insurance carriers and clients to fulfill underwriting requirements and provide necessary documentation.
• Proofs of Insurance: Prepare and deliver accurate proof of insurance documents promptly.
• Team Collaboration: Work closely with Account Managers to support the servicing of books of business and ensure seamless client experiences.
• Claims Assistance: Assist with the facilitation of client claims processes as needed.
• Performance Communication: Maintain open communication with supervisors regarding challenges and performance expectations; implement coaching feedback.
• Compliance: Adhere to all company policies, procedures, and regulatory requirements, including maintaining active licensure and continuing education.
• Relationship Building: Develop and maintain positive, productive relationships with IOA agents, leadership, teammates, and carriers.
• Professional Development: Continuously strengthen industry knowledge, technical skills, and insurance expertise to support client and business needs. Champion IOA core values and demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 2+ years of personal lines insurance experience
• Active P&C license
• Ability to obtain licensing in 50 states
• Multiple carrier experience preferred but not required
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, and decision-making skills
• High accuracy in handling large work volumes
• Proficiency in Microsoft 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
• 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)

Salary Range

The expected pay range for this position is $23.50 to $27.50 per hour, depending on experience, relevant skills, and geographic location.

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.