Commercial Account Executive
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At a glance
Requirements
Credentials this posting asks for.
Job overview
Peoples Insurance Agency, a subsidiary of Peoples Bank, seeks a Commercial Account Executive to retain and service existing clients, support producers, and achieve renewal and new business goals in a community‑focused banking environment. The role involves managing client portfolios, cross‑selling insurance lines, and collaborating with internal teams to ensure timely decisions and high‑quality service.
Skills & qualifications
Skills
Qualifications
Full job description
Experience Required
5 - 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/
Job Purpose
The position is responsible for being self-motivated and self-functioning in the retaining and servicing of existing clients and to support the Producers with attaining their new business production objectives. Will be required to self-manage work time and task execution. Will be responsible for making timely decisions and follow our structured renewal, marketing, sales and interim service processes.
Job Duties
Set and meet attainable renewal retention goals.
Initiate renewal process with existing clients.
Cross sell additional lines to existing clients and make referrals both internally and across all lines of business.
Opportunities to accompany Producers on sales calls to build and foster client relationships while gathering detailed underwriting information, prepare applications and assist with selecting potential markets.
Oversee and monitor interim marketing activities with Producer and Commercial Account Manager if one is assigned to the account team.
Assist with preparing formal proposals, assure coverage adequacy, accompany Producer for presentation and/or give presentations unaccompanied based on risk expertise and comfort level.
Daily maintenance of automated systems consisting primarily of Applied Epic and Microsoft Outlook.
Educate clients concerning finance options and cancellation procedures.
Provide client service, as needed, including policy changes and collection oversight.
Opportunity to sell new business earning new and renewal commissions.
Will perform special projects as assigned.
Education, Experience and Job Skills
Bachelor's Degree or equivalent work experience.
Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer is mandatory.
Must have an active Property & Casualty insurance license.
Candidates must possess the required technical insurance and computer-based knowledge to manage a significant client portfolio efficiently and professionally.
Must demonstrate the organizational disciplines to perform the required tasks in a timely, accurate fashion; and assist Producer in achieving sales goals.
Must be self-motivated with the ability to complete tasks and meet required deadlines with minimal supervision.
Ability to work independently in a fast-paced environment with a high degree of accuracy and close attention to detail.
Strong multi-tasking skills.
Proven team player.
Positive and professional attitude.
Excellent verbal and written communication skills.
Possess a favorable reputation with our carrier partners.
Basic Qualifications
Bachelor's Degree or equivalent work experience.
Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive, or Producer.
Must have an active Property & Casualty insurance license.
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
5092
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