Account Associate - Private Client Group (High Net Worth)
New
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Insurance Office of AmericaPersonal lines insurance
Source API remote eligibility restrictions: United States, 8-5 PST scheduleFull-TimeJunior
Salary23.5 - 27.5 USD per hour
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Job Details
- Experience
- 2+ years of personal lines insurance experience
- Required Skills
- Microsoft ExcelCustomer service
Requirements
- Have 2+ years of personal lines insurance experience.
- Hold an active P&C license.
- Be able to obtain licensing in 50 states.
- Have a high school diploma or equivalent.
- Be proficient in Microsoft Office, including Outlook, Word, and Excel.
- Demonstrate customer service and communication skills.
- Have multitasking, organizational, and decision-making skills.
- Handle large work volumes accurately.
- Multiple carrier experience is preferred but not required.
- Previous experience in the California personal lines market is strongly preferred.
Responsibilities
- Process policy endorsements, cancellations, reinstatements, and address changes accurately.
- Manage email, fax, and return mail communications and update client records promptly.
- Coordinate with insurance carriers and clients to fulfill underwriting requirements and provide documentation.
- Prepare and deliver proof of insurance documents.
- Work with Account Managers to support servicing books of business.
- Assist clients with claims processes as needed.
- Communicate challenges and performance expectations with supervisors and apply coaching feedback.
- Maintain active licensure, complete continuing education, and comply with company policies and regulatory requirements.
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