Personal Lines Service Agent

Peoples Bank; New Martinsville (WV); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

401(k) retirement plan

Employee stock purchase plan

Tuition paydown/reimbursement

Paid vacation and holidays

Job summary

Peoples Bank is seeking a Personal Lines Insurance Specialist to manage client policies, renewals, and service inquiries. You will work closely with clients to ensure coverage meets their needs, process new policies and endorsements, and coordinate with underwriters for optimal options.

Key qualifications include a High School Diploma or GED and a Property and Casualty Insurance License (or ability to obtain within six months).

Qualifications

• High school diploma or GED required.
• Must hold a Property and Casualty Insurance license or obtain within six months of employment.
• Strong knowledge of personal lines insurance products and coverage options.
• Excellent communication and customer service skills.
• Detail-oriented with strong organizational abilities.

Responsibilities

• Manage personal lines insurance policies and renewals.
• Assist clients in selecting appropriate coverage and processing new policies.
• Review policies for adequacy and make recommendations.
• Collaborate with underwriters and carriers to secure best options.
• Provide prompt responses to client inquiries and service requests.
• Handle endorsements, changes, and cancellations; maintain records.
• Identify cross-selling opportunities to enhance client portfolios.
• Ensure compliance with regulations and company policies.
• Participate in special projects as assigned.

Skills

Communication skills

Attention to detail

Customer service

Microsoft Office

Insurance software

Education

High School Diploma or GED

Property and Casualty Insurance License

Tools

Insurance software

Microsoft Office

Job description

Build Your Future Here

Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Peoples Insurance Agency, LLC is a wholly owned subsidiary of Peoples Bank and maintains an active partnership with the bank in providing financial services to a broad array of customers. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.

• American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
• Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026
• Newsweek’s America's Greatest Workplaces 2024, 2025 and 2026
• Forbes America’s Best Banks 2024 and 2025
• Forbes Best-in-State Banks 2020, 2021. 2025 and 2026
• TIME’s America’s Growth Leaders 2026 award winner

At Peoples Insurance Agency, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation, and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization.

Job Purpose

This position is responsible for managing personal lines insurance policies. Will work closely with clients to ensure their insurance needs are met, including handling new policies, renewals or addressing customer service inquiries.

Job Duties

• New Business Renewals:
• Assist clients in selecting appropriate personal lines insurance coverage.
• Process applications for new policies and policy renewals.
• Review policies to ensure clients have adequate coverage and make recommendations as needed.
• Collaborate with underwriters and carriers to secure the best coverage options for clients.
• Client Service
• Provide prompt and professional responses to client inquiries, requests, and concerns.
• Address client questions regarding policy changes, billing, and claims.
• Assist clients with policy endorsements, cancellations, and other service-related tasks.
• Policy Maintenance:
• Keep accurate and organized client records and policy documentation.
• Regularly review policies to identify opportunities for coverage adjustments or cost savings.
• Ensure that policyholders are informed of any changes or updates to their coverage.
• Cross-Selling:
• Identify cross-selling opportunities to enhance clients' insurance portfolios.
• Offer additional products and coverage options to meet clients' evolving needs.
• Compliance and Regulations:
• Stay updated on industry regulations and compliance standards.
• Ensure all client interactions and transactions adhere to legal and ethical guidelines.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications

• High School Diploma or GED.
• Valid insurance agent/broker license for personal lines insurance required. Must obtain and maintain a Property and Casualty Insurance License in the employee’s resident state within six (6) months of employment and meet applicable licensing and appointment requirements to support the Bank’s footprint in Ohio, West Virginia and Kentucky.
• Strong knowledge of personal lines insurance products and coverage options.
• Excellent communication and customer service skills.
• Detail-oriented with strong organizational abilities.
• Proficiency in insurance software and Microsoft Office suite.
• Ability to work effectively independently and as part of a team.
• Dedication to maintaining client confidentiality and trust.

Basic Qualifications

• High School Diploma or GED.
• Valid insurance agent/broker license for personal lines insurance required. Must obtain and maintain a Property and Casualty Insurance License in the employee’s resident state within six (6) months of employment and meet applicable licensing and appointment requirements to support the Bank’s footprint in Ohio, West Virginia and Kentucky.

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability, contact [e-mail] to ask for an accommodation, alternative application process, or other inquiries.