Remote Private Client: Personal Lines Account Associate

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

Benefits offered by this job

Health insurance

Bonuses

Paid holidays

Job summary

Insurance Office of America is seeking a Private Client Group Account Associate for personal lines. The role focuses on policy servicing, client communications, endorsements, and coordinating with carriers to ensure timely service.

Ideal candidate has 2+ years of personal lines experience, active P&C license, and the ability to obtain licensing in 50 states. Remote work is offered with a PST-friendly schedule and onsite flexibility as needed.

Qualifications

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

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

Skills

Customer service

Communication

Organizational skills

Multitasking

Attention to detail

Education

High School diploma

Active P&C license

Tools

Microsoft Office

Job description

Insurance Office of America is seeking a Private Client Group Account Associate for personal lines. The role focuses on policy servicing, client communications, endorsements, and coordinating with carriers to ensure timely service.

Ideal candidate has 2+ years of personal lines experience, active P&C license, and the ability to obtain licensing in 50 states. Remote work is offered with a PST-friendly schedule and onsite flexibility as needed.