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Client Account Manager I- Peoples Insurance Agency

Expired Job

Peoples Bancorp Inc. Athens , OH 45701

Posted 6 months ago

  • The work location is flexible. Hiring manager is open to discussing another area outside of the Marietta location.*

To be responsible for full service, retention, rounding and referral seeking. To be self-functioning in the preparation of applications from information supplied by Producers. Marketing accounts and placement after discussing with Producers. To be self-motivated and self functioning in the handling of all lines of insurance.

  • Gather detailed underwriting information and select potential markets

  • Complete all applications, which include insured's signature and collecting deposits

  • Negotiate with company underwriters

  • Monitor outstanding quotes and applications (Prospects and Customers)

  • Prepare proposals/programs

  • Assist Producers with policy presentations

  • Set up and maintain insureds' electronic files

  • Review and analyze company issued policies

  • Prepare and issue certificates of insurance

  • Review endorsements, claims, audits and cancel / non-renewal notifications

  • Work expiration lists independently and as directed by Producers

  • Educate clients concerning agency payment expectations & cancellation procedures

  • Complete renewal process

  • Prepare invoice(s) and monitor Accounts Receivables

  • Report, monitor and assist clients with claims as needed

  • Take ownership and initiative to provide outstanding value added customer service

  • Perform all other assignments requested by management

Must be licensed in Property and Casualty Insurance and have an Insurance Designation or willing to start towards that goal within three months. Individual must have the ability to perform and meet expected goals. Must be self-motivated. Must have excellent communication skills, outgoing personality and be well organized.

Education, Experience and Job Skills

  • Associates Degree or equivalent experience required.

  • Three years experience within the insurance industry preferred.

  • Must be prompt, efficient, accurate, and proficient in the use of Microsoft Office products.

  • Position requires the ability to multi-task and manage time effectively.

  • Excellent written and oral communication skills and customer service experience are also required.

  • The ideal candidate will be a team player with a positive attitude.

Please carefully review the company application and fill out all relevant fields. This will allow us to properly review your application. Please note that incomplete applications cannot be processed. Click above to apply.


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Client Account Manager I- Peoples Insurance Agency

Expired Job

Peoples Bancorp Inc.