Client Account Manager I

Peoples Bank; Marietta (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) retirement plan with employer 1

Employee stock purchase plan

Education assistance programs

Paid vacation and holidays

Job summary

Peoples Bank is hiring a Client Account Manager to support customers and producers by preparing applications, processing renewals, checking policy documents for accuracy, and preparing certificates of insurance. You will service assigned accounts, assist with new setups, maintain files, and use rating/quoting systems.

You will gather underwriting information, review timelines, respond to inquiries, and assist in client retention while backing up department functions as needed.

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 within the first 12 months of employment.
• Must become a Licensed Insurance Agent within the first 12 months of employment.
• Must become a Licensed Insurance Agent within the first 12 months of employment.

Responsibilities

• Servicing assigned accounts: 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 respond to customer inquiries.
• Assist in retention of clients.
• Act as back up to department functions as needed.
• Will perform special projects as assigned.

Skills

Insurance knowledge

Client servicing

Policy administration

Documentation skills

Education

High School Diploma

Associates Degree or equivalent experience

Licensed Insurance Agent

Tools

Agency Management System

Job description

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

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;