Remote Private Client: Personal Lines Associate

Insurance Office Of America, Inc.; Montana City (MT); 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 sick day

Job summary

Insurance Office of America, Inc. seeks a Private Client Group Account Associate for its Personal Lines team. This fully remote role supports California market experience and requires an active P&C license, with potential on-site needs for some cases.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service while supporting agency growth and retention objectives.

Qualifications

• 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.
• Proficiency in Microsoft Office (Outlook, Word, Excel).
• High School diploma or equivalent.

Responsibilities

• Provide client service and maintain professional communication.
• Process endorsements, cancellations, reinstatements, and address changes.
• Manage correspondence via email, fax, and mail and update client records.
• Coordinate with carriers to fulfill underwriting requirements.
• Prepare and deliver proofs of insurance.
• Support account managers and assist with claims processes as needed.
• Ensure compliance with company policies and licensure requirements.

Skills

Customer service

Communication

Multitasking

Organizational skills

MS Office

Education

High School diploma

Tools

Microsoft Office

Job description

Insurance Office of America, Inc. seeks a Private Client Group Account Associate for its Personal Lines team. This fully remote role supports California market experience and requires an active P&C license, with potential on-site needs for some cases.

The role focuses on policy servicing, client communications, and coordination with carriers to ensure timely service while supporting agency growth and retention objectives.