Remote Private Client - Personal Lines Account Associate

Insurance Office Of America, Inc.; Santa Maria (CA); A distancia; USD 32.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401K with employer match

Paid holidays, vacations, and sicktime

Bonus potential

Descripción de la vacante

Insurance Office of America, a nationwide insurer, seeks a Private Client Group (Personal Lines) Account Associate to support client services, policy servicing, and carrier coordination for California personal lines clients. The role emphasizes accuracy, timely communications, and delivering exceptional client experiences while supporting growth and retention objectives.

The ideal candidate has 2+ years of personal lines experience, an active P&C license, and the ability to obtain licensing in

Formación

• 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)

Responsabilidades

• 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.

Conocimientos

Customer service

Communication skills

Multi-tasking

Organizational skills

Attention to detail

Educación

High School diploma

Herramientas

Microsoft Office (Outlook, Word, Excel)

Descripción del empleo

Insurance Office of America, a nationwide insurer, seeks a Private Client Group (Personal Lines) Account Associate to support client services, policy servicing, and carrier coordination for California personal lines clients. The role emphasizes accuracy, timely communications, and delivering exceptional client experiences while supporting growth and retention objectives.

The ideal candidate has 2+ years of personal lines experience, an active P&C license, and the ability to obtain licensing in