Client Account Manager I

Peoples Bank • Marietta, OH

10d

About The Position

The Client Account Manager I supports customers and other Client Account Managers by helping prepare applications using information supplied by producers. The role also supports renewals, reviews policies and other documents for accuracy, prepares certificates of insurance, and monitors claims. It services assigned accounts, assists with new account setup and retention, maintains client files, and responds to customer inquiries. The position may also provide backup for department functions and perform special projects as assigned.

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 and 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 clients’ 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 reports 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, supporting the renewal process, checking policies and other documents for accuracy, preparing certificates of insurance, and monitoring claims.

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