Remote Private Client - Personal Lines Account Associate

Insurance Office Of America, Inc.; Utah; 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 and career paths

Respectful culture and work/familylife

Community service commitment

Supportive teammates

Job summary

Insurance Office of America, Inc. is seeking a Private Client Group (Personal Lines) Account Associate to support the account management team in servicing personal lines clients.

You will handle policy servicing, endorsements, correspondence, and coordination with carriers, while upholding accuracy and exceptional client service, under supervision of the Account Managers.

This remote role requires active P&C license and the ability to work 8-5 PST; California market experience is valued.

Qualifications

• 2+ years of personal lines 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)

Responsibilities

• 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.

Skills

Customer service

Communication

Multitasking

Organizational skills

Attention to detail

Decision making

Microsoft Office proficiency

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 (Personal Lines) Account Associate to support the account management team in servicing personal lines clients.

You will handle policy servicing, endorsements, correspondence, and coordination with carriers, while upholding accuracy and exceptional client service, under supervision of the Account Managers.

This remote role requires active P&C license and the ability to work 8-5 PST; California market experience is valued.