Client Relationship Coordinator

Ohnward Bancshares; DeWitt (IA); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

Health Insurance

401k Plan

PTO

Short Term Disability

Long Term Disability

Maternity/Paternity Leave

TGIM Company Event

Community Involvement

Pay-It-Ohnward Program

Grilling for Charity

Job summary

Ohnward Insurance Group in DeWitt, IA is seeking an experienced insurance office administrator to provide exceptional client service and support. You will be the primary contact for clients, processing insurance changes and payments while maintaining accurate files.

You will answer calls, manage mail, and help ensure compliance. The role involves cross-selling opportunities and building strong client relationships, with a focus on retention and service excellence.

Qualifications

• Associate degree or equivalent with 3–4 years of experience or related training.
• Ability to obtain Property and Casualty Insurance License.
• Familiarity with client data management systems and company websites.

Responsibilities

• Serve as primary contact for clients, handling service requests, insurance changes, and payments.
• Answer phones, screen and route calls; manage daily mail.
• Identify cross-selling opportunities and quote insurance products.
• Ensure agency compliance and monitor client renewals with Producer to retain clients.
• Prepare and maintain customer insurance files; handle confidential information.
• Coordinate with team to ensure smooth flow of requests and documents.
• Gain in-depth knowledge of Property and Casualty products.
• Back-up for other duties as needed.

Skills

Client relationship

Detail-oriented

Insurance knowledge

License: P&C

Prioritization

Reliability

Education

Associate degree

Tools

Computer literacy

Client data management systems

Job description

Job Details

Job Location: Ohnward Insurance Group DeWitt - DeWitt, IA 52742

POSITION SUMMARY

This position is the primary point of contact for clients providing exceptional service and support. Support customer relationships to retain client business. Contribute to office growth. Identifying client’s insurance needs as they arise. Develop a good understanding of the products OIG offers. Process insurance documentation to ensure all documents are complete and accurate.

KEY ORGANIZATIONAL RELATIONSHIPS

• Reports to Ohnward Insurance Group Manager
• Works closely with OIG team and customers.

DUTIES AND RESPONSIBILITIES

• Primary point of contact for clients providing exceptional service and support. Make insurance changes as requested by customer or agent. Process payments for customers.
• Answering the phones, screening and forwarding incoming phone calls or redirect as appropriate.
• Receiving and sorting the daily mail.
• Calculating agent commissions monthly.
• Be able to communicate in-depth knowledge of the products our companies offer; knowing what products a customer may be interested in or value. Identify cross‑selling opportunities when talking to customers and be able to quote insurance products.
• Overseeing agency compliance and ensuring all employees are following our compliance guidelines.
• Monitoring client renewals monthly and work with Producer to maintain client retention
• Perform other administrative duties such as electronic filing, photocopying, preparing insurance documents. File and maintain customer insurance files. The information is personal and confidential.
• Process and review insurance documentation to ensure all documents are complete and accurate.
• Communicate with our contracted insurance companies to investigate and effectively solve everyday issues.
• Work as a liaison between team members to ensure the proper flow of requests and documents.
• Gain in‑depth and thorough understanding of Property and Casualty insurance.
• Be able to work with confidential information.
• Professionally assist the team with preparation and finalization of documents.
• Serve as a back‑up for other jobs as necessary.
• Performs other duties as assigned.

SKILLS AND ABILITIES

• Excellent client relationship skills, friendly attitude, communication, and interpersonal skills
• Detail‑oriented. Must be organized, accurate, thorough, and able to monitor work for quality.
• Basic working knowledge of insurance.
• Must be able to prioritize and plan work activities as to use time efficiently.
• Must be dependable, able to follow instructions, respond to management direction.
• Ability to obtain Property and Casualty Insurance License.

EDUCATION AND EXPERIENCE

• Associate’s degree; 3-4 years’ experience and/or training; or equivalent combination of education and experience.
• Computer knowledge and ability to navigate company websites.
• Familiarity with client data management systems.
• Ability to obtain Property and Casualty Insurance License.

BENEFITS

• Stakeholder Bonus
• Health Insurance
• Dental Insurance
• Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution
• 10 Observed Holidays
• PTO
• Group Term Life provided
• Short Term Disability - 100% provided by company
• Long Term Disability
• Maternity/Paternity Leave – 100% of pay
• Community Involvement
• Pay-It-Ohnward – Company Giving Program
• Grilling for Charity – Community Donations
• Thank God Its Monday (TGIM) Company Event

Equal Opportunity Employer