Commercial Lines Account Manager

The Turner Agency, Inc.; Greenville (SC); On-site; USD 40,000 - 55,000; Full time

Job summary

The Turner Agency, Inc. in Greenville, South Carolina, seeks a dedicated individual to assist in managing client relationships and ensure accurate communication regarding insurance coverage. Responsibilities include onboarding new clients, maintaining client files, and processing transactions using Applied Epic.

The ideal candidate will have a firm understanding of commercial insurance and the ability to work efficiently under pressure, all while maintaining a positive attitude. Strong communication skills are essential.

Qualifications

• Motivated, reliable, and ethical.
• Knowledge of insurance coverage and ability to communicate clearly.
• Able to work under pressure and time constraints.

Responsibilities

• Assist in onboarding new clients.
• Build and maintain relationships with clients.
• Inform and educate clients about coverage and exclusions.
• Maintain client files in Applied Epic.

Skills

Understanding of commercial insurance

Strong written and verbal communication skills

Computer literate with experience using Word and Excel

Ability to organize and prioritize workload

Tools

Applied Epic

Job description

Responsibilities

• Assist in onboarding new clients.
• Build and maintain relationships with clients.
• Provide consistent, accurate, and timely communication to clients through verbal and written correspondence.
• Inform and educate clients about coverage, exclusions, and exposures. Document electronic files accordingly.
• Maintain client files in Applied Epic and use Epic for processing all transactions.
• Process daily incoming mail and phone requests, responding promptly and appropriately.
• Handle cancellations with care and act to save accounts (if applicable). Notify producer.
• Assist with preparing proposals and applications, submit to clients and carriers (or marketing department); follow up to insure timely responses.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage’s, exclusions, exposures, and audits and document electronic file accordingly.
• Renew and re-market accounts as needed in conjunction with agency standards.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
• Accompany producer as needed on prospect or client meetings.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; forwards them to client with appropriate correspondence.
• Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Set up finance contracts, billing agreements.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Other duties as assigned.

Qualifications

• Motivated, reliable, and ethical.
• Understanding of commercial insurance underwriting, coverage & rate analysis, and account management.
• Knowledge of insurance coverage and an ability to communicate clearly to clients and underwriters.
• Informed regarding industry information, and new product information.
• Strong written and verbal communication skills.
• Ability to organize, prioritize and self-manage workload.
• Computer literate with experience using Word, Excel, and Applied EPIC.
• Desire to work in a team environment.
• Possess a positive attitude and willingness to help others.
• Able to work under pressure and time constraints in a fast-paced environment.