Remote Personal Lines Account Associate

Insurance Office Of America, Inc.; Medford (OR); 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 and careerProgress

Respectful culture and work/familyLife

Remote work flexibility

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate.

The role supports the account management team by handling policy servicing, administrative tasks, client communications, and carrier coordination to ensure timely service. The ideal candidate will have 2+ years in personal lines, hold an active P&C license, and be capable of obtaining licensing in all 50 states.

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 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.

Skills

Customer service

Communication

Organization

Attention to detail

Multitasking

Education

High School diploma

P&C license

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate.

The role supports the account management team by handling policy servicing, administrative tasks, client communications, and carrier coordination to ensure timely service. The ideal candidate will have 2+ years in personal lines, hold an active P&C license, and be capable of obtaining licensing in all 50 states.