Remote Personal Lines Account Associate (P&C Licensed)

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

Benefits offered by this job

Competitive salary

Company-paid health insurance

401K with employer match

Professional growth opportunities

Work-life balance

Job summary

Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate for a fully remote role supporting California clients. An active P&C license is required, and CA personal lines experience is strongly preferred.

The position offers competitive pay, company-paid health insurance, and a collaborative team environment. You will handle policy servicing, endorsements, correspondence, and carrier coordination while supporting account managers to deliver exceptional

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 client service by proactively anticipating client 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.
• Coordinate with insurance carriers and clients to fulfill underwriting requirements and provide documentation.
• Prepare and deliver accurate proofs 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 and implement coaching feedback.
• Adhere to policies and regulatory requirements, including maintaining active licensure and continuing education.
• Develop and maintain positive relationships with IOA agents, leadership, teammates, and carriers.
• Strengthen industry knowledge and technical insurance skills to support client needs.
• Demonstrate integrity and leadership aligned with IOA values.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Decision-making

Attention to detail

Education

High School diploma or equivalent

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate for a fully remote role supporting California clients. An active P&C license is required, and CA personal lines experience is strongly preferred.

The position offers competitive pay, company-paid health insurance, and a collaborative team environment. You will handle policy servicing, endorsements, correspondence, and carrier coordination while supporting account managers to deliver exceptional