Client Relationship Coordinator

Ohnward Bancshares Inc; DeWitt (IA); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Dental Insurance

Retirement Plan (401k)

Job summary

Ohnward Bancshares, Inc. is seeking a customer service-minded individual to serve as the primary contact for clients within the Ohnward Insurance Group.

You will support client relationships, handle insurance documentation, and identify cross-selling opportunities while ensuring compliance and accurate recordkeeping. The role requires an Associate degree with 3-4 years of experience, and the ability to obtain a Property and Casualty Insurance License.

Qualifications

• Associate degree; 3-4 years experience or training, or equivalent combination of education and experience.
• Ability to obtain Property and Casualty Insurance License.

Responsibilities

• Serve as primary point of contact for clients, providing exceptional service and support.
• Process insurance documentation to ensure all documents are complete and accurate.
• Answer phones, screen and route calls, and handle daily mail.
• Calculate agent commissions monthly.
• Identify cross-selling opportunities and quote insurance products.
• Oversee agency compliance and ensure adherence to guidelines.
• Monitor client renewals monthly and work with Producer to retain clients.
• Perform general administrative duties and maintain customer files.

Skills

Client relationships

Communication

Interpersonal skills

Detail-oriented

Organized

Dependable

P&C license

Education

Associate degree; 3-4 years experience

Property & Casualty license (obtainable)

Tools

CRM systems

Web navigation

Job description

To apply for this position, go to our website Ohnward Bancshares, Inc.www.ohnward.comAbout UsCareersApply NowPOSITION SUMMARYThis 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 RELATIONSHIPSReports to Ohnward Insurance Group ManagerWorks closely with OIG team and customers.DUTIES AND RESPONSIBILITIESEssential Duties and ResponsibilitiesTo perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.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 retentionPerform 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 ABILITIESTo perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.Excellent client relationship skills, friendly attitude, communication, and interpersonal skillsDetail-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 EXPERIENCEAssociate’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 BonusHealth InsuranceDental InsuranceRetirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution10 Observed HolidaysPTOGroup Term Life providedShort Term Disability - 100% provided by companyLong Term DisabilityMaternity/Paternity Leave – 100% of payCommunity InvolvementPay-It-Ohnward – Company Giving ProgramGrilling for Charity – Community DonationsThank God Its Monday (TGIM) Company EventTo apply for this position, go to our website Ohnward Bancshares, Inc.www.ohnward.comAbout UsCareersApply NowEqual Opportunity Employer