Personal Lines Account Manager

Organizational Overview

Turbeville Insurance Agency was founded in 1991 by William (Bill) Turbeville, Jr. as a full-service Independent Insurance Agency. This was not the first time the Turbeville name was associated with quality insurance in South Carolina, as his father previously owned Edens-Turbeville Insurance more than 65 years prior. In the 28 years since its creation, Turbeville Insurance Agency has grown to include five office locations (Beaufort, Bluffton, Charleston, Columbia and Lexington) with over 60 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 Turbeville team is extremely active with nonprofit and community events and receives regular recognition as a top insurance provider in each of its regional markets. Most notably, Turbeville Insurance Agency was previous 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

Turbeville Insurance is seeking a full-time Personal Lines Account Manager at the company’s Beaufort location. The 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 personal accounts.

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 Personal lines accounts as assigned, aiding in rating and quoting as needed, and aiding in collections


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


• Log information into PartnerXE agency management software


• Maintain required licenses


• Respond to requests in a timely manner


• Type and issue cancellation notices as required


• Service personal lines accounts to prevent gap and/or lapse in coverage, thus reducing our E&O exposures
  
• On occasion, meet with clients to discuss and handle their insurance needs


• Prepare general correspondence as required for executive officers
  
• Assist prospects/insureds until a producer is available


• Refer life and health insurance leads to Life & Health Department


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

• Other duties as assigned

Required Experience:

• SC P&C Insurance License preferred


• SC Broker License Preferred


• Two Years’ experience in Personal 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.

Turbeville Insurance Agency is an equal opportunity employer and considers applicants for all positions without regard to race, color, religion, creed, gender, age, disability, marital or veteran status, sexual orientation, or any other legally protected status.

Job Type: Full-time