Client Account Manager I

Peoples Bank; Lick Township (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Peoples Insurance Agency, LLC, a subsidiary of Peoples Bank, is seeking an Administrative Assistant to support client accounts in Jackson, OH. You will assist with renewals, policy checks, and document preparation within the agency management system.

The role requires excellent communication, strong organization, and the ability to multi-task in a fast-paced environment. A licensed insurance agent within 12 months is required or pursued.

Qualifications

• High School Diploma required.
• Associates degree or equivalent experience preferred.
• Insurance industry experience preferred.
• Current Insurance license preferred.

Responsibilities

• Servicing assigned accounts including changes to policies, renewals, and billing issues.
• Assist with new account setup and maintenance of client files in the Agency Management System.
• Prepare certificates of insurance and assist in retention of clients.
• Respond to customer inquiries and support the renewal process.
• Collaborate with producers to gather underwriting information and quote markets.

Skills

Microsoft Office

Customer service

Time management

Multitasking

Education

High School Diploma

Associates Degree or equivalent experience

Insurance license preferred

Tools

Agency Management System

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Employee Benefits - PIA Regular Full Time Administrative Asst Jackson -Peoples Insurance, Jackson, OH, US

3 days ago Requisition ID: 5211

Build Your Future Here:

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Peoples Insurance Agency, LLC is a wholly owned subsidiary of Peoples Bank and maintains an active partnership with the bank in providing financial services to a broad array of customers. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek's America's Greatest Workplaces 2024, 2025 and 2026
• Forbes America's Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021. 2025 and 2026

At Peoples Insurance Agency, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 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, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/

Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose

This position will be responsible for supporting customers, as well as other Client Account Managers by assisting with the preparation of applications from information supplied by producers. The individual will be performing supporting tasks such as assisting in the renewal process, checking policies and other documents for accuracy, preparing certificates of insurance and claims monitoring.

Job Duties

• Will be responsible for servicing of assigned accounts, including: changes to policies, renewals, claims, endorsements, billing issues, quoting and general account questions and maintenance.
• Assist with new account set up.
• Maintain insured client's files in the Agency Management System.
• Utilize 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.
• Will be responsible for filing electronic and paper documents.
• Will respond to customer inquiries.
• Assist in retention of clients.
• Act as back up to department functions as needed.
• Will perform special projects as assigned.

Education, Experience and Qualifications

• High School Diploma required.
• Associates Degree or equivalent experience preferred.
• Insurance industry experience preferred.
• Current Insurance license preferred.
• Must become a Licensed Insurance Agent with in the first 12 months of employment.
• Must be prompt, efficient, accurate, and proficient in the use of Microsoft Office products.
• Excellent written and oral communication skills and customer service experience are also required.
• Must be able to multi-task and manage time effectively.
• Team player with a positive attitude.
• Ability to work independently in a fast-paced environment.

Basic Qualifications

• High School Diploma required.
• Must become a Licensed Insurance Agent with in the first 12 months of employment.

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact [e-mail] to ask for an accommodation, alternative application process or other inquires.