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.