Remote Personal Lines Account Associate (P&C Licensed)

Insurance Office Of America, Inc.; Claremont (CA); Remote; USD 32,000 - 38,000; Full time

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Professional growth opportunities

Work-life balance

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role serves the Private Client Group personal lines accounts, requiring an active P&C license and familiarity with California personal lines.

A hybrid onsite option may apply within 50 miles of a branch as needed. You will handle policy servicing, correspondence, underwriting support, and client communications to ensure accurate, timely service while supporting agency growth

Qualifications

• 2+ years of personal lines insurance experience.
• Active P&C license.
• Ability to obtain licensing in 50 states.
• Multiple carrier experience preferred.
• 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 anticipating needs and maintaining professional communication.
• Process endorsements, cancellations, reinstatements, and address changes accurately.
• Manage emails, faxes, and return mail to keep client records up to date.
• Coordinate with carriers and clients to fulfill underwriting requirements.
• Prepare and deliver proofs of insurance promptly.
• Collaborate with Account Managers to service books of business.
• Assist with client claims processes as needed.
• Maintain open communication with supervisors about performance and coaching.
• Adhere to company policies, regulatory requirements, and licensure upkeep.
• Develop and maintain positive relationships with IOA agents, leadership, teammates, and carriers.
• Continually strengthen insurance knowledge to support clients and business.

Skills

Personal lines experience

P&C license

Licensing across 50 states

Customer service

Multi-tasking

Organization

Attention to detail

MS Office

Education

High School diploma

Tools

MS Office

Job description

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role serves the Private Client Group personal lines accounts, requiring an active P&C license and familiarity with California personal lines.

A hybrid onsite option may apply within 50 miles of a branch as needed. You will handle policy servicing, correspondence, underwriting support, and client communications to ensure accurate, timely service while supporting agency growth