Turbeville Insurance Agency · 3 weeks ago
Personal Lines Administrative Assistant
Beaufort, SC
Full-time
Hybrid
New Grad, Entry LevelTurbeville Insurance Agency, founded in 1991, has expanded to four locations and serves a diverse range of insurance needs. The Personal Lines Administrative Assistant will support Personal Lines Operations by assisting account managers and producers with policy management and client file quality control.
Commercial InsuranceConsultingFinancial ServicesInsuranceLife Insurance
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’s information
Assist with client services as directed by department managers
Perform additional duties, functions, tasks, or special projects as directed by department managers
Qualification
Required
High School Diploma or Equivalent Required
Detail oriented
Able to multi-task
Willingness to support all staff through various processes
Serve as a primary backup to the Front Desk/Reception
Assist with preparation of daily deposits, distribution of DB payments, and invoicing of AB transactions
Order change requests and update the Agency Management System
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
Assist with client services as directed by department managers
Perform additional duties, functions, tasks, or special projects as directed by department managers
Preferred
Industry experience preferred but not required
P&C license a plus, but not initially required
Bachelor's Degree Preferred
Benefits
Paid time off
Paid dental
Life insurance
Health insurance
Long-term disability
Bonus program
Company
Turbeville Insurance Agency
Turbeville Insurance Agency offers a wide range of insurance products and services along with great coverage.
Founded in 1991
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Pamela Thompson, CIC
Chief Operations Officer
Company data provided by crunchbase