Remote Personal Lines Insurance Account Associate

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

Benefits dieser Stelle

Company-paid health insurance

401K with employer match

Paid holidays and vacation

Professional growth opportunities

Work-life balance

Zusammenfassung

Insurance Office of America, Inc. is hiring for a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group with policy servicing, client communications, and coordination with carriers.

The ideal candidate has 2+ years in personal lines, an active P&C license, and can obtain licensing in 50 states. Strong customer service and multi-tasking skills are essential for success in a fast-paced environment.

Qualifikationen

• 2+ years of personal lines insurance experience.
• Active P&C license.
• Ability to obtain licensing in 50 states.
• Multiple carrier experience is a plus.
• Exceptional customer service and communication skills.
• Strong multi-tasking and organizational skills.
• High accuracy in handling large work volumes.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• High School diploma or equivalent.

Aufgaben

• Deliver excellent client service by proactively anticipating 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.
• Support underwriting by coordinating with carriers and clients for documentation.
• Prepare and deliver proofs of insurance promptly.
• Collaborate with Account Managers to service books of business.
• Assist with client claims processes as needed.
• Maintain compliance with company policies and regulatory requirements.

Kenntnisse

Customer service

Communication

Organizational skills

Multitasking

Attention to detail

Ausbildung

High School diploma or equivalent

Tools

Microsoft Office (Outlook, Word, Excel)

Jobbeschreibung

Insurance Office of America, Inc. is hiring for a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group with policy servicing, client communications, and coordination with carriers.

The ideal candidate has 2+ years in personal lines, an active P&C license, and can obtain licensing in 50 states. Strong customer service and multi-tasking skills are essential for success in a fast-paced environment.