Personal Lines Assistant - Turbeville Insurance Agency

Position Overview

The Personal Lines (PL) Assistant is a full-time, in-office role in the company's Beaufort, South Carolina location. The PL Assistant plays an integral role of the Personal Lines Operations by providing support to the PL account Managers and PL producers through policy management, client file quality control, and agency bill invoicing. The PL assistant must be detail oriented, able to multi-task and have a willingness to support all staff through various processes.

Responsibilities

• Serve as a primary backup to the Front Desk/Reception, including some coordination of calendars, lunch schedules, and absences.
• Assist with preparation of daily deposits, distribution of DB payments, and invoicing of AB transactions.
• Order change requests and update the Agency Management System, including the addition of appropriate follow-up notes.
• Prepare Explanation of Payment forms and deliver for lender changes on active policies.
• Prepare and distribute marking letters or client emails.
• Provide client quality control by reviewing core files for accuracy and completion in the Agency Management System, including completion of the client's details, the billing information, and the producer information.
• Assist with client services as directed by department managers.
• Perform additional duties, functions, tasks, or special projects as directed by department managers.

Required Education:

• Bachelor’s Degree Preferred
• High School Diploma or Equivalent Required

Preferred Experience:

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

Benefits

The position offers paid time off, as well as paid dental, life insurance, health insurance, and long-term disability for the employee. After completing a year of service, the employee will be eligible for remote work two days a week during the August enrollment period. Employees are also eligible for a bonus program.

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.

Job Type: Full-time