Commercial Lines Account Manager

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.

Position

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 (on site) role based in our Charleston, SC office.

Responsibilities

• 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

Compensation and 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

Required Education

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.

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