Account Associate

1. Commercial Lines Account Associate is a critical support position within the Lemon-Mohler Insurance Agency. You will be an integral part of an amazing team focused on efficiency, collaboration, and achievement. Working hand in hand with the Account Executives. Your efforts will advance the vision of the company, aid in growth, and help to elevate the Commercial Lines Department. You will be working in a friendly, dynamic, customer-focused environment that requires insight, expertise, and personal investment. You will have an opportunity to work as a member of a team that collectively represents a stalwart of the Gulf Coast community. The Commercial Lines Account Associate must be a self-motivated team player and a creative problem solver, always keeping Lemon-Mohler's Core Values of integrity, honesty, family, communication, teamwork, competence, and spiritual growth.

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Hands on Training

Mon-Fri Schedule

Retirement Plan

Career Growth Opportunities

Evenings Off

Flexible Spending Account

1. Review policies, changes, and cancellations and update policy records as needed.
2. Track and process policy documents and other carrier correspondence.
3. Administer client payments.
4. Process binders, change requests, and certificates of insurance.
5. Assist with gathering renewal information, online quoting, and submitting requests to brokers for quotes.
6. Work with Account Managers and Account Executives to ensure tasks are being completed within a timely manner.
7. Accomplish all duties with a high degree of professionalism and maturity.
8. Performs other duties as assigned by the department manager.

The Commercial Lines Account Associate must be a highly self-motivated, detail-oriented team player with excellent communication skills. Proficiency in the Microsoft Office Suite and Adobe Acrobat is required. At least 6 months of work experience or internship in a modernized business environment.