Associate

Job Overview

Mason Insurance Group is seeking a detail-oriented, tech-driven Associate to join our growing commercial insurance agency. This position offers an excellent opportunity to work directly with agency ownership while gaining hands-on experience in business operations, data management, client support, and the commercial insurance market.

As an Associate, you will help support day-to-day agency operations by managing administrative workflows, maintaining accurate client and policy data, assisting with scheduling and follow-up, and helping ownership organize and grow existing business. This role is ideal for someone who is highly organized, comfortable with technology, and interested in building a long-term professional path in the insurance industry.

This is a paid position with compensation based on experience. For the right person, the role offers meaningful opportunity for growth, expanded responsibility, and potential participation in agency incentive programs over time.

Duties

• Assist agency ownership with daily administrative, operational, and organizational needs
• Enter, update, and maintain accurate client and policy information across agency systems
• Help manage calendars, scheduling, reminders, and follow-up tasks
• Support internal office workflow, document organization, and file maintenance
• Assist in tracking renewals, outstanding service items, and existing business activity
• Work within CRM, AMS, spreadsheets, and other business software to maintain clean and reliable records
• Prepare reports, organize data, and assist with process improvement initiatives
• Communicate professionally with clients, carriers, and business partners as needed
• Help ownership stay organized and focused on production and growth efforts
• Support the continued development of agency systems and internal efficiency

Experience

• Prior insurance, legal, administrative, or office support experience is preferred but not required
• Bachelor’s degree is preferred but not required
• Strong organizational skills and close attention to detail
• Comfort working with Excel, Microsoft Office, email systems, CRM platforms, and database-driven software
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Self-motivated, dependable, and interested in professional growth
• Experience with data entry, reporting, scheduling, or operations support is highly desirable

Why Mason Insurance Group

This is an opportunity to work closely with agency leadership and build valuable experience inside a growing commercial insurance operation. We are looking for someone who wants more than just a job: someone who is interested in learning the business, growing professionally, and taking on more responsibility over time.

At Mason Insurance Group, the right person will have the opportunity to develop practical business experience, contribute meaningfully to agency growth, and build a strong foundation in the commercial insurance marketplace.

Pay: $12.00 - $18.00 per hour

Work Location: In person