Remote Private Client Personal Lines Account Associate

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

Benefits offered by this job

Company-paid health insurance

Paid holidays and vacations

401K with employer match

Professional growth opportunities

Supportive culture and work-life balan

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group Account Associate for the Personal Lines team. The role supports client service, policy servicing, and carrier coordination while maintaining licensure and delivering exceptional client experiences.

The position emphasizes strong organization, attention to detail, and collaboration with Account Managers to grow and retain books of business. Remote work is offered with potential onsite needs per policy.

Qualifications

• 2+ years of personal lines insurance experience.
• Active P&C license.
• Ability to obtain licensing in 50 states.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• Excellent customer service and communication skills.
• Strong multi-tasking, organizational, and decision‑making skills.
• High accuracy in handling large work volumes.

Responsibilities

• Deliver excellent client service by anticipating needs and maintaining professional communication.
• Process endorsements, cancellations, reinstatements, and address changes with accuracy.
• Manage email, fax, and return mail communications and update client records.
• Coordinate with carriers to fulfill underwriting requirements.
• Prepare and deliver proof of insurance documents promptly.
• Collaborate with Account Managers to service books of business and ensure client satisfaction.
• Assist with client claims processes as needed.
• Maintain open communication with supervisors about performance and goals.

Skills

Active P&C license

Personal lines experience

Customer service

Communication

Multitasking

Organizational skills

Attention to detail

Education

High School diploma or equivalent

Tools

Microsoft Office (Outlook/Word/Excel)

Job description

Insurance Office of America, Inc. is seeking a Private Client Group Account Associate for the Personal Lines team. The role supports client service, policy servicing, and carrier coordination while maintaining licensure and delivering exceptional client experiences.

The position emphasizes strong organization, attention to detail, and collaboration with Account Managers to grow and retain books of business. Remote work is offered with potential onsite needs per policy.