Client Account Manager III
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Peoples Bank is hiring a Client Account Manager III. The Client Account Manager III will service customers' daily needs, quote new business, and manage annual policy renewals. This includes checking policies, reporting initial claims, and handling small accounts independently. The role requires a broad understanding of underwriting systems and products to provide full service, retention, and account rounding.
Key focus areas include Gather detailed underwriting information for quoting and remarketing policies., Research and select potential markets., and Monitor outstanding quotes and applications..
Successful candidates bring Associate's Degree, Insurance Experience, and Customer Service Experience. Important skills include Underwriting Systems, Microsoft Office Products, Oral Communication, Communication, Multi-Tasking, and Time Management.
Skills & qualifications
Skills
Qualifications
Benefits
Full job description
Experience Required
3 - 20 years
Minimum Education Required
Associates Degree
Compensation
$7.25 / hourly
Hours Per Week
40
Number Of Positions
1
Work Schedule and Shift Requirements
First (Day)
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.
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 Description
This position will be responsible for servicing customers with regard to daily needs, quoting new business and annual policy renewal processes. This responsibility includes checking policies and reporting of initial claims to insurance carriers. Will handle small accounts without an assigned producer, requiring a broad understanding of company underwriting systems and products. The candidate will be responsible for full service, retention and rounding of accounts.
Job Responsibilities
Responsible for gathering detailed underwriting information for quoting and remarketing policies.
Will research and select potential markets.
Monitor outstanding quotes and applications.
Responsible for making independent decisions on coverage as needed.
Will educate clients on agency payment expectations & cancellation procedures.
Review endorsements, claims, audits and cancellation/non-renewal reports.
Research and monitor activity associated with clients and carriers.
Will be responsible for the issuing of new and renewal Certificates of Insurance.
Submit initial claims and follow-up per our workflows.
Check policies and review endorsements & audits for accuracy.
Will perform special projects as assigned.
Education, Experience and Skills
Associate's degree, or equivalent experience required
Minimum of three years of insurance experience is required.
Minimum 3 years of customer service experience required.
Must be a licensed P&C agent
Excellent oral and written communication skills
Must be able to multi-task and manage time effectively.
Proficient knowledge and experience using Microsoft Office Products
Basic Qualifications
Associate degree or equivalent work experience Minimum 3 years of insurance experience required.
Minimum 3 years of customer service experience required
Must be a licensed P&C agent
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact [email protected] to ask for an accommodation, alternative application process, or other inquiries
Working Together. Building Success.
Job Type
Full time
Benefits Offered
Not specified
Veteran Preference
No
Place of Work
On-site
Requisition ID
5067
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