Account Associate - Private Client Group (High Net Worth)
About The Position
The Personal Lines Private Client Group Account Associate supports the account management team with clients’ personal insurance needs. The role handles policy servicing, administrative support, client communications, and coordination with insurance carriers to provide accurate and timely service. The associate is expected to demonstrate strong organization and attention to detail while delivering a positive client experience and supporting agency growth and retention objectives. The position is fully remote for candidates able to work an 8 a.m.–5 p.m. Pacific Time schedule. Under company policy, employees living within 50 miles of a branch may be required to work onsite in a hybrid capacity when business needs require it. Remote employees must maintain a dedicated, distraction-free workspace; remote work does not replace childcare, elder care, or other personal responsibilities during working hours. The expected pay range is $23.50 to $27.50 per hour, depending on experience, relevant skills, and geographic location. The application process includes a 30-minute phone screen, online assessments, and interview(s).
Requirements
- At least 2 years of personal lines insurance experience.
- Active property and casualty (P&C) license.
- Ability to obtain licensing in 50 states.
- Exceptional customer service and communication skills.
- Strong multitasking, organizational, and decision-making skills.
- High accuracy while handling large work volumes.
- Proficiency in Microsoft Office, including Outlook, Word, and Excel.
- High school diploma or equivalent.
Nice To Haves
- Previous experience in the California personal lines market is strongly preferred.
- Experience with multiple insurance carriers is preferred but not required.
Responsibilities
- Deliver excellent client service by anticipating needs, communicating professionally, and striving for first-call resolution.
- Process policy endorsements, cancellations, reinstatements, and address changes accurately.
- Manage email, fax, and returned-mail correspondence and update client records promptly.
- Coordinate with insurance carriers and clients to fulfill underwriting requirements and provide documentation.
- Prepare and promptly deliver accurate proof-of-insurance documents.
- Work with Account Managers to service books of business and provide seamless client experiences.
- Assist with client claims processes as needed.
- Communicate challenges and performance expectations to supervisors and implement coaching feedback.
- Follow company policies, procedures, and regulatory requirements, including maintaining active licensure and completing continuing education.
- Build and maintain productive relationships with IOA agents, leadership, teammates, and insurance carriers.
- Continue developing industry knowledge, technical skills, and insurance expertise.
- Champion IOA core values and demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential.
- Company-paid health insurance.
- Paid holidays, vacations, and sick time.
- 401(k) with employer match.
- Professional growth and career progression opportunities.
- Respectful culture and work/family life balance.
- Community service commitment.
- Supportive teammates and a rewarding work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
