Remote Personal Lines Account Associate | P&C Licensed

Insurance Office Of America, Inc.; Helena (MT); 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

Supportive teammates

Job summary

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group personal lines accounts with policy servicing, correspondence, and carrier coordination.

You will work under the supervision of Account Managers to ensure accurate servicing and strong client experiences. The ideal candidate has 2+ years of personal lines experience, an active P&C license, and strong organizational skills.

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 and strive for first-call resolution.
• Policy Servicing: process endorsements, cancellations, reinstatements, address changes.
• Correspondence Management: manage email, fax, and return mail communications.
• Underwriting Support: communicate with carriers and clients to fulfill requirements.
• Proofs of Insurance: prepare and deliver documents promptly.
• Team Collaboration: support account managers in servicing books of business.
• Claims Assistance: assist with client claims processes as needed.
• Performance Communication: report challenges and seek coaching feedback.
• Compliance & Relationship Building: adhere to policies and maintain carrier relationships.

Skills

Customer service

Communication

Multi-tasking

Attention to detail

Education

High School diploma or equivalent

Tools

Outlook

Word

Excel

Job description

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group personal lines accounts with policy servicing, correspondence, and carrier coordination.

You will work under the supervision of Account Managers to ensure accurate servicing and strong client experiences. The ideal candidate has 2+ years of personal lines experience, an active P&C license, and strong organizational skills.