Remote Personal Lines Insurance Associate

Insurance Office Of America, Inc.; Goleta (CA); Teletrabalho; USD 32 000 - 38 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Respectful culture and work-life-bala

Resumo da oferta

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group personal lines accounts, requiring an active P&C license and ideally California personal lines market experience.

The candidate will handle policy servicing, client communications, and coordination with carriers to ensure timely service. Strong organization and client-focus are essential, with opportunities for growth.

Qualificações

• 2+ years of personal lines insurance experience.
• Active P&C license.
• Ability to obtain licensing in all 50 states.

Responsabilidades

• Deliver excellent client service and professional communication.
• Process policy servicing tasks: endorsements, cancellations, reinstatements, address changes.
• Manage emails, faxes, and return mail with timely client record updates.
• Coordinate with carriers to meet underwriting requirements and provide docs.
• Prepare and deliver proof of insurance documents.
• Collaborate with Account Managers to support servicing of books of business.

Conhecimentos

Customer service

Communication

Multitasking

Organizational skills

Formação académica

High School diploma

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports the Private Client Group personal lines accounts, requiring an active P&C license and ideally California personal lines market experience.

The candidate will handle policy servicing, client communications, and coordination with carriers to ensure timely service. Strong organization and client-focus are essential, with opportunities for growth.