Remote Personal Lines Account Specialist

Insurance Office Of America, Inc.; Oregon City (OR); Remote; USD 32,000 - 38,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Paid holidays

Vacation and sick time

Career growth opportunities

Work-life balance

Job summary

Insurance Office of America is seeking a Private Client Group Account Associate for its personal lines segment. This fully remote role supports the Private Client Group with policy servicing, client communications, and carrier coordination, requiring an active P&C license and familiarity with California personal lines market.

Ideal candidates bring 2+ years of personal lines insurance experience, strong customer service, and the ability to obtain licensing across all states.

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 by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution.

Skills

Customer service

Communication

Organizational skills

Multi-tasking

Attention to detail

Decision making

Education

High School diploma

Tools

Microsoft Office

Job description

Insurance Office of America is seeking a Private Client Group Account Associate for its personal lines segment. This fully remote role supports the Private Client Group with policy servicing, client communications, and carrier coordination, requiring an active P&C license and familiarity with California personal lines market.

Ideal candidates bring 2+ years of personal lines insurance experience, strong customer service, and the ability to obtain licensing across all states.