Commercial Lines Account Manager

Job Description

Job Description

Organizational Overview

Turbeville Insurance Agency was founded in 1991 by William (Bill) Turbeville, Jr. as a full-service Independent Agency and includes four office locations (Beaufort, Charleston, Columbia and Lexington) with over 70 dedicated and experienced staff members available to meet all clients’ insurance needs. The agency works with over 70 carriers allowing them to write coverage for personal lines, commercial lines as well as life and health policies. The company was recognized as one of the “Top 100 Privately Owned Businesses in South Carolina” by The Grant Thornton South Carolina 100™ for three consecutive years.

Position Overview

The Commercial Lines Account Manager provides prompt, accurate, and courteous service to customers, producers and company personnel. The position requires a positive attitude and provides a high level of support in obtaining, maintaining, expanding, and servicing our commercial accounts. This is an in-office role based in our Beaufort, SC office.

The following is a list of the essential functions of this position. This list is intended to be representative of the tasks preformed within the position description but is not limited to :

Service commercial lines accounts as assigned, aiding in rating and quoting as needed

Binding New & Renewal Coverage – Processing Commercial Lines applications and collection of premiums per established agency procedures before binding any coverage

Maintain client files in agency management system

Maintain required licenses

Respond to requests in a timely manner

Issue cancellation notices as required

Service commercial lines accounts to prevent gap and / or lapse in coverage, thus reducing E&O exposures

On occasion, meet with clients to discuss and handle their insurance needs

Prepare general correspondence as required for executive officers

Keep producers fully informed of important activities on their accounts including being sensitive to potential problems and informing management

Other duties as assigned

Benefits

The position offers paid time off, as well as paid dental, life insurance, health insurance, and long-term disability for the employee. Employees are also eligible for a bonus program. After one year, the employee is eligible for a 401(k) with match.

Required Experience :

SC P&C Insurance License preferred

SC Broker License Preferred

Two Years’ experience in Commercial Lines via an insurance agency environment preferred

Required Education :

High School Diploma or Equivalent Required

Physical Requirements :

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is required to : walk; sit for long periods of time; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs, step stools, balance; stoop, kneel, crouch; talk and hear; able to push and pull doors. The employee may occasionally lift and / or move up to 20 pounds and team lift in excess of 20 lbs. Specific vision abilities required by the job include close vision, distance vision, depth perception, and the ability to adjust focus.

TIA is an Equal Employment Opportunity Employer (EEOE). TIA promotes equal opportunity in the areas of recruitment, employment, training, development, and promotion. TIA’s employment practices are without regard to race, color, religion, sex, sexual orientation, gender, gender identity, genetic information, national origin, disability, age, pregnancy, childbirth or other related medical condition, marital status, veteran or military status or any other class protected by law in all personnel and employment actions and in all terms and conditions of employment.