Remote Private Client Insurance Associate

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

Benefits dieser Stelle

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Respectful culture and work-life life

Zusammenfassung

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate to support the Personal Lines Private Client Group with policy servicing, client communications, and carrier coordination.

The role emphasizes accuracy, strong organization, and delivering exceptional client experiences while aiding agency growth. Candidates should have a California personal lines background, active P&C license, and be able to work 8-5 PST for remote coverage.

Qualifikationen

• 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).

Aufgaben

• Client Service: Deliver excellent service by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution.
• Policy Servicing: Process endorsements, cancellations, reinstatements, and address changes with a high degree of accuracy.
• Correspondence Management: Efficiently manage email, fax, and return mail communications, ensuring timely updates to client records.
• Underwriting Support: Communicate with insurance carriers and clients to fulfill underwriting requirements and provide necessary documentation.
• Proofs of Insurance: Prepare and deliver accurate proof of insurance documents promptly.
• Team Collaboration: Work closely with Account Managers to support the servicing of books of business and ensure seamless client experiences.
• Claims Assistance: Assist with the facilitation of client claims processes as needed.
• Performance Communication: Maintain open communication with supervisors regarding challenges and performance expectations; implement coaching feedback.
• Compliance: Adhere to all company policies, procedures, and regulatory requirements, including maintaining active licensure and continuing education.
• Relationship Building: Develop and maintain positive, productive relationships with IOA agents, leadership, teammates, and carriers.
• Professional Development: Continuously strengthen industry knowledge, technical skills, and insurance expertise to support client and business needs.
• Champion IOA core values and demonstrate integrity and leadership.

Kenntnisse

P&C license

Customer service

Communication

Organizational skills

Attention to detail

Multi-tasking

Ausbildung

High School diploma

Tools

Microsoft Office

Jobbeschreibung

Insurance Office of America is seeking a Private Client Group (Personal Lines) Account Associate to support the Personal Lines Private Client Group with policy servicing, client communications, and carrier coordination.

The role emphasizes accuracy, strong organization, and delivering exceptional client experiences while aiding agency growth. Candidates should have a California personal lines background, active P&C license, and be able to work 8-5 PST for remote coverage.