Commercial Lines Assistant - Turbeville Insurance Agency

Organizational Overview

Turbeville Insurance Agency was founded in 1991 by Bill Turbeville Jr. as a full-service Independent Insurance Agency. Turbeville Insurance Agency has grown to include four office locations (Beaufort, Charleston, Columbia and Lexington) with over 65 dedicated and experienced staff members available to meet all clients’ insurance needs. The agency works with over 70 carriers allowing us to write coverage for personal lines, commercial lines as well as life and health policies. The Turbeville team is 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 has been recognized for the past three consecutive years as one of the “Top 100 Privately Owned Businesses in South Carolina” by The Grant Thornton South Carolina 100™.

Benefits

The position offers paid time off and paid holidays as well as paid dental, life insurance, health insurance, and long-term disability for the employee. Employees are also eligible for a bonus program. On the job training is also available, including training towards more advanced positions.

Position Overview

The Commercial Line (CL) Assistant is a full-time, in-office role in our Columbia, South Carolina office. The CL Assistant plays an integral role in Commercial Lines Operations by providing support to the CL Account Managers and CL Producers through policy management, client file quality control, and agency bill invoicing. The CL assistant must be detail oriented, able to multi-task and have a willingness to support all staff through various processes.

The following is a representative list of the tasks preformed within the position description including but not limited to:

• Prepare and process requests for certificates and renewal certificates.

• Review basic policies in agency management software

• Back up receptionist

• Prepare Auto ID cards

• Handle FR10’s, FR31’s, and run MVR’s

• Request reports from various carriers

• Invoice

• Process FR10’s, FR31’s ect., in the ALIR system.

• Request or Run Loss Reports

• Invoice agency bill premium bearing transactions

• Prepare cover letter and assemble binders for producers

• Order change Requests, update Agency Management Software and add appropriate follow up note.

• Assist CL Account Manager with Follow up activities as needed. – (ex. Sending second request on endt. Req. processing endorsements, processing simple renewal policies, following up on intent to cancel.)

• Invoice all Agency Bill premium bearing transactions.

• Maintain all client activity in the agency automation system.

• Perform additional duties/functions/tasks or special projects at the direction of Agency Management.

• Other duties as assigned

Required Experience:

• Industry experience preferred but not required

• P&C license a plus, but not initially required

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