Remote Personal Lines Account Associate - P&C Licensed

Insurance Office Of America, Inc.; Lompoc (CA); Remote; USD 32.000 - 38.000; Vollzeit

Benefits dieser Stelle

Health insurance

401K with employer match

Paid holidays, vacations, and sick时间

Professional growth and career progess

Zusammenfassung

Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support our California personal lines clients.

This fully remote role requires an active P&C license and familiarity with the California market, with some onsite needs for policy or business requirements per policy. The successful candidate will handle policy servicing, client communications, and coordination with carriers, contributing to service quality and agency growth while maintaining

Qualifikationen

• 2+ years of personal lines insurance experience
• Active P&C license and ability to obtain licensing in all states
• Exceptional customer service and communication skills
• Strong multitasking and high accuracy with large workloads

Aufgaben

• Deliver excellent client service by anticipating needs and maintaining professional communication
• Process endorsements, cancellations, reinstatements, and address changes with accuracy
• Manage emails, faxes, and return mail to keep client records up to date
• Coordinate with insurance carriers to fulfill underwriting requirements and provide documentation
• Prepare and deliver proof 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 regarding challenges and performance expectations

Kenntnisse

Personal lines insurance

Customer service

Licensing

Microsoft Office

Ausbildung

High School diploma

Tools

Microsoft Office

Jobbeschreibung

Insurance Office Of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support our California personal lines clients.

This fully remote role requires an active P&C license and familiarity with the California market, with some onsite needs for policy or business requirements per policy. The successful candidate will handle policy servicing, client communications, and coordination with carriers, contributing to service quality and agency growth while maintaining