Job Description

1. 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 achievement. Working hand in hand with the Account Executives. Your efforts will advance the vison of the company, aid in growth and help to elevate the Personal 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 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.

Salary: $32,000.00 - $40,000.00 per year

Benefits

Health Insurance

Life Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Supplemental Insurance

Dental Insurance

Vision Insurance

Weekends Off

Holidays Off

401K Plan

Healthcare Spending Account

Career Development & Growth

Team Building Activities

Office Snacks & Coffee

Disability Insurance

Wellness Benefits

Responsibilities

1. Reviews 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.

Requirements

The Personal 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™ work experience or internship in a modernized business environment.