Remote Personal Lines Account Associate

Insurance Office Of America, Inc.; San Marino (CA); 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

Respectful culture and work-life-bio

Job summary

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate to support account management for personal lines clients. The role is fully remote for candidates who can maintain a California 8-5 PST schedule and requires an active P&C license.

Ideal candidates will have 2+ years in personal lines, strong customer service, and the ability to obtain licensure 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

• Deliver excellent service by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution.
• Process endorsements, cancellations, reinstatements, and address changes with a high degree of accuracy.
• Efficiently manage email, fax, and return mail communications, ensuring timely updates to client records.
• Communicate with insurance carriers and clients to fulfill underwriting requirements and provide necessary documentation.
• Prepare and deliver accurate proof of insurance documents promptly.
• Work closely with Account Managers to support the servicing of books of business and ensure seamless client experiences.
• Assist with the facilitation of client claims processes as needed.
• Maintain open communication with supervisors regarding challenges and performance expectations; implement coaching feedback.
• Adhere to all company policies, procedures, and regulatory requirements, including maintaining active licensure and continuing education.
• Develop and maintain positive, productive relationships with IOA agents, leadership, teammates, and carriers.
• 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

Multitasking

Organizational skills

Attention to detail

Education

High School diploma

Tools

Microsoft Office

Job description

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate to support account management for personal lines clients. The role is fully remote for candidates who can maintain a California 8-5 PST schedule and requires an active P&C license.

Ideal candidates will have 2+ years in personal lines, strong customer service, and the ability to obtain licensure in all 50 states.