Personal Lines Account Manager

Turbeville Insurance is seeking a full-time Personal Lines Account Manager at the company’s columbia, SC 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: Manage an assigned book of personal lines insurance accounts, ensuring high levels of client satisfaction and retention. Provide prompt, accurate, and courteous service to clients, producers, and company representatives. Process policy renewals, endorsements, cancellations, reinstatements, and other policy changes accurately and within agency standards. Review renewals for adequate coverage, identify cross-sell and up-sell opportunities, and discuss options with clients. Respond to client inquiries regarding coverage, policy changes, claims, billing, and proof of coverage. Prepare quotes, proposals, and insurance summaries using our agency management system ( Partner XE) and carrier rating platforms. Verify the accuracy of policy documents, binders, and endorsements before delivery to clients. Maintain complete and accurate electronic client files and documentation in accordance with agency procedures. Communicate with insurance carriers regarding coverage terms, claims, and resolve service or billing issues. Assist clients with claims reporting and follow up to ensure timely resolution. Stay informed on carrier underwriting guidelines, product changes, and market trends. Support agency marketing and retention efforts by maintaining strong relationships with clients and carriers. Adhere o all agency, state, and federal regulations and compliance standards. Participate in training and continuing education to maintain required licenses and professional development. Preferred 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 Employee Benefits:

Medical/dental/vision/life insurance and voluntary insurance options Health Savings Account 401k Matching Program Life and Disability plans Paid Time Off 10 Paid Holidays per year including your birthday Work From Home eligibility after 1 year of service Office closes at 2 on Fridays during the summer months

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