Client Account Manager I

Peoples Bank • Jackson, OH

10d

About The Position

The Client Account Manager I supports customers and other Client Account Managers by assisting with insurance applications using information provided by producers. The position also supports renewals, policy and document accuracy checks, certificates of insurance, and claims monitoring. The role services assigned accounts, maintains client records, assists with new account setup and quoting, responds to customer inquiries, and helps retain clients. It may also provide backup for department functions and complete 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.
• Must be able 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 identify 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.
• Provide backup for department functions as needed.
• Perform special projects as assigned.
• Assist with application preparation, renewals, 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/reimbursement.
• Paid vacation and holidays.

What This Job Offers

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