• 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.

• 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.

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a Big I South Carolina member agency is a great career choice!

Big I South Carolina is the states oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life and health insurance products.  Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?