Remote Private Client Insurance Associate - Personal Lines

Insurance Office Of America, Inc.; Pasadena (CA); À distance; USD 32 000 - 38 000; Plein temps

Avantages offerts par ce poste

Health insurance

Paid holidays and time off

401(k) with employer match

Career growth opportunities

Work-life balance

Community service commitment

Supportive teammates

Résumé du poste

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team and assist clients with personal insurance needs.

The role focuses on policy servicing, communications, and coordination with carriers to ensure timely service. Ideal candidates have 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in all 50 states.

Qualifications

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

Responsabilités

• Deliver client service with professional communication and first-call resolution.
• Process endorsements, cancellations, reinstatements, and address changes accurately.
• Manage email, fax, and return mail communications; update client records.
• Coordinate with carriers to fulfill underwriting requirements and provide documents.
• Prepare and deliver proof of insurance documents.
• Collaborate with Account Managers to service books of business.
• Assist with client claims processes as needed.
• Maintain open communication with supervisors about performance and coaching feedback.
• Adhere to policies, ongoing licensure, and continuing education.
• Build positive relationships with IOA agents, leadership, and carriers.
• Develop industry knowledge and skills to support client needs.

Connaissances

2+ years personal lines experience

P&C license

Licensing in all 50 states

Multiple carriers experience

Customer service

Time management

Attention to detail

Microsoft Office

Formation

High School diploma

Outils

Microsoft Office (Outlook, Word, Excel)

Description du poste

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team and assist clients with personal insurance needs.

The role focuses on policy servicing, communications, and coordination with carriers to ensure timely service. Ideal candidates have 2+ years in personal lines, an active P&C license, and the ability to obtain licensing in all 50 states.