Remote Private Client – Personal Lines Account Associate

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

Benefits offered by this job

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Professional growth opportunities

Supportive teammates

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports Private Client Group personal lines accounts with a 8-5 PST schedule. Requires active P&C license and CA personal lines market experience preferred. Eligible for branch onsite per policy.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service, with growth and retention goals in mind.

Qualifications

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

Responsibilities

• Deliver excellent client service with professional communication and aim for first-call resolution.
• Process endorsements, cancellations, reinstatements, and address changes accurately.
• Efficiently manage email, fax, and return mail communications and update client records.

Skills

Customer service

Communication

Multi-tasking

Organizational skills

Decision making

Attention to detail

Problem solving

Education

P&C licensing

High School diploma or equivalent

Licensing in 50 states

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate. This fully remote role supports Private Client Group personal lines accounts with a 8-5 PST schedule. Requires active P&C license and CA personal lines market experience preferred. Eligible for branch onsite per policy.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service, with growth and retention goals in mind.