Insurance Client Accounts Specialist | Growth & Licensing Path

Peoples Bank; Jackson (OH); Vor Ort; USD 32.000 - 42.000; Vollzeit

Benefits dieser Stelle

401(k) plan with employer match

Employee stock purchase plan

Education assistance programs

Zusammenfassung

Peoples Bank is seeking an Administrative Assistant in Jackson, OH to support clients through insurance and account management tasks. The role focuses on servicing accounts, renewals, and documentation accuracy while coordinating with producers and underwriters.

Ideal candidates will have a High School Diploma, with an Associate degree preferred, and a willingness to become a licensed insurance agent within 12 months. Experience in insurance and proficiency in Microsoft Office are valued.

Qualifikationen

• High School Diploma required.
• Associates Degree or equivalent experience preferred.
• Must become a Licensed Insurance Agent within the first 12 months of employment.
• Insurance industry experience preferred.
• Current Insurance license preferred.

Aufgaben

• Servicing of assigned accounts, including changes to policies, renewals, claims, endorsements, billing issues, quoting and general account questions and maintenance.
• Assist with new account setup.
• Maintain insured clients' files in the Agency Management System.
• Utilize internet-based rating and quoting systems.
• Gather underwriting information and select markets for new quotes.
• Review activities and meet workflow standards.
• Review policy expiration and cancellation reports.
• Assist in preparation of presentations.
• File electronic and paper documents.
• Respond to customer inquiries.
• Assist in retention of clients.
• Act as back up to department functions as needed.
• Perform special projects as assigned.

Kenntnisse

Customer service

Communication

Multi-tasking

Time management

Teamwork

Ausbildung

High School Diploma

Associates Degree or equivalent

Tools

Microsoft Office

Jobbeschreibung

Peoples Bank is seeking an Administrative Assistant in Jackson, OH to support clients through insurance and account management tasks. The role focuses on servicing accounts, renewals, and documentation accuracy while coordinating with producers and underwriters.

Ideal candidates will have a High School Diploma, with an Associate degree preferred, and a willingness to become a licensed insurance agent within 12 months. Experience in insurance and proficiency in Microsoft Office are valued.