Client Account Manager I

Peoples Bank • Marietta, OH

10d

About The Position

Peoples Insurance Agency, LLC, a wholly owned subsidiary of Peoples Bank, is seeking a Client Account Manager I. This position supports customers and other Client Account Managers by preparing applications using information supplied by producers and assisting with renewals, document accuracy checks, certificates of insurance, and claims monitoring.

The role services assigned accounts and supports account setup, client retention, and department operations. The associate is expected to provide extraordinary customer service, act with integrity and professionalism, contribute to a positive and collaborative work environment, and reliably work their schedule while pursuing performance objectives.

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.
• Must be a 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 clients’ files in the Agency Management System.
• Use internet-based rating and quoting systems.
• Gather 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.

Benefits

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

What This Job Offers

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