Personal Lines Service Team Lead

Peoples Bank; Ashland (KY); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) retirement plan with employer-<

employee stock purchase plan

education assistance programs

paid vacation

holidays

Job summary

Peoples Insurance Agency, LLC is seeking a Senior Client Account Manager Leader to guide the Personal Lines Service Team in servicing new and renewal business. The role focuses on leadership, process optimization, and ensuring high-quality client service within a community-focused bank family.

The position emphasizes managing performance, training, and cross-selling across lines of business, with daily use of Applied Epic and Microsoft Outlook.

Qualifications

• Bachelor’s degree or equivalent in business, insurance, or related field.
• 5+ years of experience in insurance, preferably with an independent brokerage.
• Strong knowledge of insurance products, coverages, regulations and procedures.
• Excellent written and verbal communication, negotiation, and leadership.
• Proficient in insurance software and Microsoft Office Suite.
• Ability to stay organized and prioritize duties.
• Willingness to travel for trainings and meetings.

Responsibilities

• Manage day-to-day operations of a group of Client Account Managers on the Personal Lines Service Team.
• Oversee performance monitoring including quarterly and annual reviews and developmental actions.
• Train associates on efficient processes and workflows.
• Facilitate team and individual meetings (in person and virtual).
• Serve as first point of contact for system issues and resolutions.
• Assist in new business processes and manage renewals for the assigned book; drive retention and net growth.
• Initiate renewal processes with existing clients.
• Cross-sell additional lines and refer internally and across lines.
• Maintain automated systems (Applied Epic and Outlook).
• Pursue special projects as assigned.

Skills

Leadership

Communication

Negotiation

Organization

Travel

Teamwork

Education

Bachelor’s degree in business, insurance or related field

Tools

Applied Epic

Microsoft Office Suite

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.

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.

We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work:

• 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 will be for leading a group of Client Account Managers within the Personal Lines Service Team to service both new and renewal business for clients and prospects. Additionally, the role is responsible for servicing a book of business for both new and renewal business tied to a producer or self-serviced.

Job Duties:

• Manages the day-to-day operations of a group of Client Account Manager on the Personal Lines Service Team. Duties include but not limited to recruiting hiring, training, time management (ADP), PTO approval and overall leadership of team.
• Responsible for the performance monitoring which includes the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental actions and disciplinary action.
• Responsible for training other associates on efficient processes and workflow procedures.
• Will facilitate team and individual meetings via face to face and virtual.
• Will be first point of contact for system related issues and ensuring resolution.
• Responsible for assisting in the new business process as well as managing the renewal processes for a specified book of business. Responsible for retention and net book growth of the team.
• Initiate renewal process with existing clients.
• Cross sell additional lines to existing clients and make referrals both internally and across all lines of business.
• Daily maintenance of automated systems consisting primarily of Applied Epic and Microsoft Outlook.
• Opportunity to sell new business earning new commissions.
• Will perform special projects as assigned.

Education, Job Skills and Qualifications:

• Bachelor’s degree or equivalent work experience in business, insurance or a related field or a reputable industry designation.
• 5+ years of experience in insurance, especially within an independent brokerage firm preferred.
• Strong knowledge of insurance products, coverages, regulations and industry procedures.
• Exceptional communication, negotiation and leadership skills
• Proficiency in insurance software and Microsoft Office Suite
• Excellent verbal and written communication skills.
• Ability to stay organized and prioritize duties
• Results-driven with a commitment to achieving and exceeding expectations.
• Team Player
• Ability to travel for required for trainings, meetings, etc.

Basic Qualifications:

• Bachelor’s degree in business, insurance or a related field or a reputable industry designation.
• Ability to travel for required for trainings, meetings, etc.

Equal Opportunity Employer M/F/Disabled/Vet;