Remote Personal Lines Account Associate

Insurance Office Of America, Inc.; Provo (UT); 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 sick时间

Job summary

Insurance Office of America, Inc. seeks a Private Client Group Account Associate to support personal lines accounts.

This fully remote role requires working 8-5 PST and involves policy servicing, client communications, and coordination with carriers to ensure timely service. The ideal candidate has 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in all 50 states, along with strong customer-service and organizational skills.

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.

Responsibilities

• Deliver excellent client service by proactively anticipating needs and maintaining professional communication.
• Process endorsements, cancellations, reinstatements, and address changes with accuracy.
• 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 proofs of insurance promptly.
• Collaborate with Account Managers to service books of business.
• Assist with client claims processes as needed.
• Adhere to company policies and maintain active licensure and continuing education.

Skills

Customer service

Communication

Organization

Multi-tasking

Education

High School diploma (or equivalent)

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. seeks a Private Client Group Account Associate to support personal lines accounts.

This fully remote role requires working 8-5 PST and involves policy servicing, client communications, and coordination with carriers to ensure timely service. The ideal candidate has 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in all 50 states, along with strong customer-service and organizational skills.