Remote Private Client: Personal Lines Account Associate

Insurance Office Of America, Inc.; Pomona (CA); Remoto; USD 32.000 - 38.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401K with match

Paid holidays

Career growth

Descrizione del lavoro

Insurance Office of America seeks a Private Client Group Account Associate to support personal lines client services in a fully remote role. The ideal candidate has a California personal lines background, an active P&C license, and the ability to obtain licensing nationwide.

You will help with policy servicing, communications, and carrier coordination. Applicants should demonstrate strong organizational skills, attention to detail, and a dedication to superior client experiences while supporting

Competenze

• 2+ years of personal lines insurance experience.
• Active P&C license and ability to obtain licensing in 50 states.
• Strong customer service and communication skills.
• Proficiency with Microsoft Office applications.

Mansioni

• Deliver excellent client service and maintain professional communication.
• Process endorsements, cancellations, reinstatements, and address changes.
• Manage emails, faxes, and return mail with timely updates to records.
• Coordinate with carriers to fulfill underwriting requirements.
• Prepare and deliver proof of insurance documents promptly.
• Support account managers and assist with client books of business.

Conoscenze

Customer service

Communication

Multitasking

Organization

Decision making

Accuracy

Formazione

High School diploma

Strumenti

Microsoft Office

Outlook

Word

Excel

Descrizione del lavoro

Insurance Office of America seeks a Private Client Group Account Associate to support personal lines client services in a fully remote role. The ideal candidate has a California personal lines background, an active P&C license, and the ability to obtain licensing nationwide.

You will help with policy servicing, communications, and carrier coordination. Applicants should demonstrate strong organizational skills, attention to detail, and a dedication to superior client experiences while supporting