Account Associate - Private Client Group (High Net Worth)

Title: Private Client Group (Personal Lines) Account Associate Fully Remote for candidates able to work 8-5 PST schedule | Supporting: Private Client Group personal lines accounts | Previous experience working in the California personal lines market is strongly preferred. If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. The Personal Lines Private Client Group Associate plays a critical role in supporting the account management team by assisting clients with their personal insurance needs. This role is responsible for policy servicing, administrative support, customer communications, and coordination with insurance carriers to ensure accurate and timely service. The ideal candidate demonstrates strong organizational skills, attention to detail, and a commitment to delivering exceptional client experiences while supporting agency growth and retention objectives. Client Service: Deliver excellent service by proactively anticipating client needs, maintaining professional communication, and striving for first-call resolution. Policy Servicing: Underwriting Support: Prepare and deliver accurate proof of insurance documents promptly. Team Collaboration: Work closely with Account Managers to support the servicing of books of business and ensure seamless client experiences. Claims Assistance: Assist with the facilitation of client claims processes as needed. Performance Communication: 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. Relationship Building: Continuously strengthen industry knowledge, technical skills, and insurance expertise to support client and business needs. 2+ years of personal lines insurance experience Exceptional customer service and communication skills Proficiency in Microsoft Office (Outlook, Word, Excel) High School diploma (or equivalent) Competitive salaries and bonus potential Company-paid health insurance Paid holidays, vacations, and sick time Professional growth and career progression opportunities Community service commitment What to Expect (Application Process): 30-Minute Phone Screen, Online Assessments, and Interview(s) The expected pay range for this position is $23.50 to $27.50 per hour, depending on experience, relevant skills, and geographic location. Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.