Use California personal lines experience to support private clients as an Account Associate with Insurance Office of America. Work remotely while maintaining the required 8-5 PST schedule.
The Private Client Group needs an associate who can coordinate personal insurance servicing with accuracy and professionalism. You will communicate with clients and carriers, support account managers, maintain records, and prepare documentation. An active P&C; license and personal lines knowledge are central to this work.
Key Responsibilities: Anticipate client needs through proactive skilled communication
Complete policy changes with a high degree of accuracy
Prepare documentation and proofs of insurance promptly
Build productive relationships with agents, teammates,



and carriers
Maintain licensure, continuing education, and regulatory compliance
Requirements: Previous California personal lines market experience strongly preferred
Two or more years of personal lines insurance experience
Active property and casualty license
High school diploma or equivalent
Exceptional communication and customer service skills
Apply California personal lines knowledge, compliance discipline, and accurate client service skills supporting Insurance Office of America accounts.

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📌 California Personal Lines Account Specialist (Alberta)
🏢 Insurance Office Of America
📍 Alberta