Remote Personal Lines Account Associate — P&C Licensed

Insurance Office Of America, Inc.; West Linn (OR); À distance; USD 32 000 - 38 000; Plein temps

Avantages offerts par ce poste

Company-paid health insurance

401K with employer match

Paid holidays and time off

Professional growth opportunities

Résumé du poste

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team with policy servicing, client communications, and coordination with carriers.

This fully remote role requires an active P&C license and familiarity with the California personal lines market is strongly preferred. The ideal candidate will excel in a fast-paced environment, demonstrate strong organizational skills, and deliver exceptional client experiences

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).

Responsabilités

• Deliver excellent client service by proactively anticipating client needs and maintaining professional communication.
• Process endorsements, cancellations, reinstatements, and address changes with accuracy.
• Manage email, fax, and return mail communications and update client records.
• Coordinate with 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 client satisfaction.
• Assist with client claims processes as needed.
• Maintain open communication with supervisors about challenges and performance expectations.

Connaissances

Personal lines experience

P&C license

Licensing in all 50 states

Customer service

Multi-tasking

Organizational skills

Attention to detail

MS Office

Formation

High School diploma

Outils

Microsoft Office

Description du poste

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team with policy servicing, client communications, and coordination with carriers.

This fully remote role requires an active P&C license and familiarity with the California personal lines market is strongly preferred. The ideal candidate will excel in a fast-paced environment, demonstrate strong organizational skills, and deliver exceptional client experiences