Remote Personal Lines Account Associate

Insurance Office Of America, Inc.; Idaho; Remote; USD 32,000 - 38,000; Full time

Benefits offered by this job

Company-paid health insurance

Paid holidays

Vacation and sick time

401K with employer match

Professional growth opportunities

Work-life balance

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group Account Associate to support personal lines clients. The role focuses on policy servicing, administrative tasks, client communications, and carrier coordination to ensure timely service.

This remote-friendly position requires an active P&C license, 2+ years of personal lines experience, and the ability to obtain licensing in all states. Strong organization and communication are essential to help growth and client satisfaction.

Qualifications

• 2+ years of personal lines insurance experience
• Active P&C license
• Ability to obtain licensing in 50 states
• Exceptional customer service and communication skills
• Strong multi-tasking, organizational, and decision-making skills
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• High School diploma (or equivalent)

Responsibilities

• Deliver excellent client service with proactive communication and strive for first-call resolution.
• Process endorsements, cancellations, reinstatements, and address changes accurately.
• Efficiently manage email, fax, and return mail communications and update client records.
• Communicate with carriers and clients to fulfill underwriting requirements and provide documentation.
• Prepare and deliver proof of insurance documents promptly.
• Collaborate with Account Managers to service books of business and ensure seamless client experiences.
• Assist with client claims processes as needed.
• Maintain open communication with supervisors regarding challenges and performance expectations.

Skills

Customer service

Communication

Multitasking

Organizational skills

Decision making

Education

High School diploma

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. is seeking a Private Client Group Account Associate to support personal lines clients. The role focuses on policy servicing, administrative tasks, client communications, and carrier coordination to ensure timely service.

This remote-friendly position requires an active P&C license, 2+ years of personal lines experience, and the ability to obtain licensing in all states. Strong organization and communication are essential to help growth and client satisfaction.