Remote Private Client Personal Lines Account Associate

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

Benefits offered by this job

Bonus potential

Health insurance

Paid holidays

Paid vacations

Sick time

401K with employer match

Career progression

Work/life balance

Community service commitment

Supportive teammates

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate in a fully remote role.

The position supports personal lines accounts with policy servicing, client communications, and carrier coordination, requiring a valid P&C license. Ideal candidates have 2+ years in personal lines, experience with multiple carriers, and strong customer service and organizational skills.

Qualifications

• 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).

Responsibilities

• 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.

Skills

Customer service

Communication

Multitasking

Organizational skills

Decision-making

Education

High School diploma

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate in a fully remote role.

The position supports personal lines accounts with policy servicing, client communications, and carrier coordination, requiring a valid P&C license. Ideal candidates have 2+ years in personal lines, experience with multiple carriers, and strong customer service and organizational skills.