Client Relationship & Insurance Services Lead

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

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.