Personal Lines Account Associate

Personal 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 achievementworking hand in hand with the Account Managers. Your efforts will advance the vision of the company, aid in growth, and elevate the Personal Lines Department. You will work 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 Personal 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

Disability Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

Flexible Spending Account

Telehealth

1. Responsible for gathering the information for the renewal for the designated Account Manager and Senior Account Manager clients.
2. Requote renewal rates on all Personal Lines policies as directed.
3. Process all call-in endorsements.
4. Handle mortgage changes and other endorsements.
5. Accept and apply payments from agency customers.
6. Work with mortgage companies to seek payments and resolve balances.
7. Accomplish all duties with a high degree of professionalism and maturity.
8. Performs other duties as assigned by the Department Manager.

The Personal Lines Account Associate must be a highly self-motivated, detail-oriented team player with excellent communication skills. Proficiency in Microsoft Office Suite and Adobe Acrobat is preferred, as well as at least six months of work experience or internship in a modernized business environment.