Commercial Insurance Account Associate

Morgan Insurance Agency, LTD | Lufkin, Texas

Position: Full-Time | Monday–Friday, 8:00 AM–5:00 PM

About Morgan Insurance Agency

Morgan Insurance Agency is an established independent insurance agency serving businesses and individuals throughout East Texas and beyond. We pride ourselves on building lasting relationships with our clients, providing exceptional service, and maintaining a collaborative, team-oriented work environment.

We are looking for a motivated, detail-oriented individual to join our Commercial Lines department as a Commercial Insurance Account Associate.

Position Overview

The Commercial Insurance Account Associate plays a key role in supporting our Commercial Lines Account Managers and ensuring clients receive timely, accurate, professional service.

This position is ideal for someone who enjoys a fast-paced environment, stays highly organized, and takes pride in accuracy and attention to detail.

Key Responsibilities

• Assist Commercial Lines Account Managers with daily account servicing and administrative responsibilities.
• Process certificates of insurance, endorsements, and other policy-related documentation.
• Maintain accurate client records, activities, and documentation within our agency management system.
• Assist with reviewing policies and identifying missing or incomplete documentation.
• Communicate professionally with clients and internal team members regarding routine service requests.
• Track outstanding information and assist Account Managers in meeting important deadlines.
• Work collaboratively with the Commercial Lines team to maintain efficient workflows and excellent client service.

Qualifications

• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage multiple responsibilities and prioritize deadlines.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Comfortable learning new technology and software systems.
• Dependable, professional, and team-oriented.
• Previous commercial insurance experience preferred but not required.
• Experience with AMS360 or other insurance agency management systems is a plus.
• Property & Casualty insurance license preferred but not required.

What We Offer

• Competitive compensation
• Comprehensive benefits package.
• 401(k) retirement plan with company match
• Professional training and development.
• Opportunities for career advancement
• A supportive, collaborative team environment.

Join Our Team

At Morgan Insurance Agency, we believe our people are the foundation of our success. We are looking for someone who takes initiative, values teamwork, and wants to contribute to an organization committed to providing outstanding service.

If you are organized, motivated, and interested in building a career in commercial insurance, we encourage you to apply.

Morgan Insurance Agency, LTD is an Equal Opportunity Employer.

Pay: $35,000.00 - $50,000.00 per year

Benefits:

• 401(k)
• 401(k) 6% Match
• 401(k) matching
• Dental insurance
• Flexible schedule
• Happy hour
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Retirement plan
• Vision insurance

Ability to Commute:

• Lufkin, TX 75901 (Required)

Work Location: In person