Client Account Manager III

Peoples Bank • Ashland, KY

1d • Onsite

About The Position

Peoples Insurance Agency, LLC is a wholly owned subsidiary of Peoples Bank, providing financial services to a broad array of customers. Peoples Bank is a large community bank with branches across multiple states and a strong commitment to improving its communities. The agency seeks to create a great benefits package for its associates, understanding that the quality of the work environment and employee benefits can greatly impact an associate's life. Associates are accountable for living the company culture and values, ensuring positive and collaborative work environments, acting with integrity and professionalism, and providing extraordinary customer service. Reliability, punctuality, and active pursuit of performance objectives are fundamental to contributing to team and organizational success.

Requirements

• Associate’s degree, or equivalent experience required
• Minimum of three years of insurance experience is required.
• Minimum 3 years of customer service experience required.
• Must be a licensed P&C agent
• Excellent oral and written communication skills
• Must be able to multi-task and manage time effectively.
• Proficient knowledge and experience using Microsoft Office Products
• Associate degree or equivalent work experience
• Minimum 3 years of insurance experience required.
• Minimum 3 years of customer service experience required
• Must be a licensed P&C agent

Responsibilities

• Servicing customers with regard to daily needs.
• Quoting new business and annual policy renewal processes.
• Checking policies and reporting of initial claims to insurance carriers.
• Handling small accounts without an assigned producer, requiring a broad understanding of company underwriting systems and products.
• Full service, retention, and rounding of accounts.
• Gathering detailed underwriting information for quoting and remarketing policies.
• Researching and selecting potential markets.
• Monitoring outstanding quotes and applications.
• Making independent decisions on coverage as needed.
• Educating clients on agency payment expectations & cancellation procedures.
• Reviewing endorsements, claims, audits, and cancellation/non-renewal reports.
• Researching and monitoring activity associated with clients and carriers.
• Issuing of new and renewal Certificates of Insurance.
• Submitting initial claims and following up per workflows.
• Checking policies and reviewing endorsements & audits for accuracy.
• Performing special projects as assigned.

Benefits

• 401(k) retirement plan with an employer match
• Employee stock purchase plan
• Various education assistance programs such as student loan and tuition paydown/reimbursement
• Paid vacation
• Paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree