Insurance Client Account Specialist

Peoples Bank; Marietta (OH); Vor Ort; USD 40.000 - 60.000; Vollzeit

Benefits dieser Stelle

401(k) retirement plan with employer 1

Employee stock purchase plan

Education assistance programs

Paid vacation and holidays

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Insurance knowledge

Client servicing

Policy administration

Documentation skills

Ausbildung

High School Diploma

Associates Degree or equivalent experience

Licensed Insurance Agent

Tools

Agency Management System

Jobbeschreibung

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.