Client Account Manager

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. At Peoples Insurance, a division of Peoples Bank, 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 responsible for supporting customers, as well as other Client Account Managers, by assisting with the preparation of applications from information supplied by producers. The individual will be performing supporting tasks such as assisting in the renewal process, checking policies and other documents for accuracy, preparing certificates of insurance and claims monitoring.

Job Duties

• Will be responsible for servicing assigned accounts, including 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 be responsible for filing electronic and paper documents.
• 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.

Education, Experience and Qualifications

• High School Diploma required.
• Associate 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 be prompt, efficient, accurate, and proficient in the use of Microsoft Office products.
• Excellent written and oral communication skills and customer service experience are also required.
• Must be able to multitask and manage time effectively.
• Team player with a positive attitude.
• Ability to work independently in a fast-paced environment.

Basic Qualifications

• High School Diploma required.
• Must become a Licensed Insurance Agent within the first 12 months of employment.

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact humanresources@pebo.com to ask for an accommodation, alternative application process, or other inquiries