Client Account Manager I

Peoples Bank • Jackson, OH

9d

About The Position

Peoples Insurance Agency, LLC, a wholly owned subsidiary of Peoples Bank, is seeking a Client Account Manager I to support customers and other Client Account Managers. The role assists with preparing applications using information provided by producers and supports renewals, policy and document accuracy checks, certificates of insurance, and claims monitoring.

The position services assigned accounts, helps establish new accounts, maintains client files in the Agency Management System, and responds to customer inquiries. It also supports quoting and renewals, gathers underwriting information, helps identify markets for new-business quotes, and assists with client retention and department functions. The role requires meeting workflow timelines and completing assigned special projects.

Requirements

• High school diploma required.
• Must become a Licensed Insurance Agent within the first 12 months of employment.
• Must be prompt, efficient, accurate, and proficient in Microsoft Office products.
• Excellent written and oral communication skills required.
• Customer service experience required.
• Ability to multitask and manage time effectively.
• Team player with a positive attitude.
• Ability to work independently in a fast-paced environment.

Nice To Haves

• Associate degree or equivalent experience preferred.
• Insurance industry experience preferred.
• Current insurance license preferred.

Responsibilities

• Service assigned accounts, including policy changes, renewals, claims, endorsements, billing issues, quoting, general account questions, and account maintenance.
• Assist with new account setup.
• Maintain insured client files in the Agency Management System.
• Use internet-based rating and quoting systems.
• Gather detailed underwriting information and select potential markets for new-business quotes.
• Review activities and meet timeline workflow standards.
• Review policy expiration and cancellation reports.
• Assist with preparation of presentations.
• File electronic and paper documents.
• Respond to customer inquiries.
• Assist in retaining clients.
• Act as backup for department functions as needed.
• Perform special projects as assigned.
• Assist with preparing applications based on information supplied by producers, the renewal process, policy and document accuracy checks, certificates of insurance, and claims monitoring.

Benefits

• 401(k) retirement plan with employer match.
• Employee stock purchase plan.
• Education assistance programs, including student loan and tuition paydown or reimbursement.
• Paid vacation.
• Paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED