Remote Private Client Account Associate

Insurance Office Of America, Inc.; Lemon Grove (CA); Remote; USD 32,000 - 38,000; Full time

Benefits offered by this job

Bonus potential

Health insurance

Paid holidays, vacations, and sicktime

401K with employer match

Professional growth opportunities

Job summary

Insurance Office of America, Inc. seeks a Private Client Group (Personal Lines) Account Associate. This fully remote role serves private client group personal lines accounts, requiring an active P&C license and CA market experience. Occasional onsite availability may be needed per policy.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service, accuracy, and growth toward retention objectives.

Qualifications

• Active P&C license required.
• 2+ years of personal lines experience required.
• Strong customer service and communication skills required.
• Ability to obtain licensing in multiple states.

Responsibilities

• Assist with policy servicing, endorsements, cancellations, and address changes.
• Communicate with carriers and clients to fulfill underwriting requirements.
• Prepare and deliver proofs of insurance documents.
• Support account managers and team to service books of business.

Skills

Personal lines knowledge

Customer service

Communication skills

Microsoft Office

Education

Active P&C license

Ability to obtain multi-state licensing

High School diploma

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

Insurance Office of America, Inc. seeks a Private Client Group (Personal Lines) Account Associate. This fully remote role serves private client group personal lines accounts, requiring an active P&C license and CA market experience. Occasional onsite availability may be needed per policy.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service, accuracy, and growth toward retention objectives.