Remote Private Client Associate - Personal Lines

Insurance Office Of America, Inc.; Tustin (CA); A distancia; USD 32.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company-paid health insurance

401K with employer match

Paid holidays

Paid vacation and sick time

Professional growth opportunities

Supportive teammates

Descripción de la vacante

Insurance Office of America, Inc. seeks a Private Client Group (Personal Lines) Account Associate to support personal lines clients with policy servicing and administrative tasks.

This role emphasizes client communications, accuracy, and timely service while collaborating with carriers and account managers. The ideal candidate will have 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in multiple states.

Formación

• 2+ years of personal lines experience.
• Active P&C license and ability to obtain licensing in 50 states.
• Strong customer service and communication skills.

Responsabilidades

• Provide excellent client service and proactive communication.
• Process endorsements, cancellations, reinstatements, and address changes.
• Manage emails, faxes, and return mail; update client records.
• Support underwriting by coordinating with carriers and clients.
• Prepare and deliver proof of insurance documents promptly.
• Collaborate with Account Managers to service books of business.
• Assist with client claims processes as needed.
• Maintain licensure and continuing education compliance.

Conocimientos

Customer service

Communication

Organization

Multi-tasking

Attention to detail

Educación

High School diploma

Herramientas

Microsoft Office

Descripción del empleo

Insurance Office of America, Inc. seeks a Private Client Group (Personal Lines) Account Associate to support personal lines clients with policy servicing and administrative tasks.

This role emphasizes client communications, accuracy, and timely service while collaborating with carriers and account managers. The ideal candidate will have 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in multiple states.