Serve private insurance clients remotely as an Account Associate, using an active P&C; license and accurate policy servicing skills. Support the 8-5 PST schedule with focused client communication. Insurance Office of America seeks a Private Client Group Personal Lines Account Associate. You will support account managers through policy servicing, administrative coordination, customer communications, and carrier follow-up. The work centers on accurate, timely service for personal insurance clients and agency retention objectives.

Key Responsibilities
Process endorsements, cancellations, reinstatements, and address changes Manage email, fax,



and return mail communications Prepare and deliver accurate proof of insurance documents Coordinate underwriting requirements with carriers and clients Assist account managers with client claims processes

Requirements:
Two or more years of personal lines insurance experience Active property and casualty license Ability to obtain licensing in fifty states Exceptional customer service and communication skills Proficiency in Outlook, Word, and Excel Apply your personal lines experience, active P&C; license, and organizational strengths to support Private Client Group accounts remotely. #J-18808-Ljbffr

📌 Financial clerk (Canada)
🏢 Insurance Office Of America
📍 Canada