[Remote] Account Associate - Private Client Group (High Net Worth)

Note: The job is a remote job and is open to candidates in USA. Insurance Office of America is hiring an Account Associate to support its Private Client Group personal lines account management team. The role provides policy servicing, administrative support, client communication, and carrier coordination to ensure accurate service and support client retention.

Responsibilities

• Deliver excellent service by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution
• Process endorsements, cancellations, reinstatements, and address changes with a high degree of accuracy
• Efficiently manage email, fax, and return mail communications, ensuring timely updates to client records
• Communicate with insurance carriers and clients to fulfill underwriting requirements and provide necessary documentation
• Prepare and deliver accurate proof of insurance documents promptly
• Work closely with Account Managers to support the servicing of books of business and ensure seamless client experiences
• Assist with the facilitation of client claims processes as needed
• Maintain open communication with supervisors regarding challenges and performance expectations; implement coaching feedback
• Adhere to all company policies, procedures, and regulatory requirements, including maintaining active licensure and continuing education
• Develop and maintain positive, productive relationships with IOA agents, leadership, teammates, and carriers
• 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

• Active P&C license
• 2+ years of personal lines insurance experience
• 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)
• Previous experience working in the California personal lines market
• Multiple carrier experience

Benefits

• Bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment
• Fully remote for candidates able to work 8-5 PST schedule; individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity when necessary to meet specific business needs.

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