Client Account Manager I
Marietta, OH 
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Posted 4 days ago
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. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.


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 celebrated its 20th anniversary in 2023, donating over $7 million to local organizations since its inception.


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

  • American Banker Best Banks to Work For in 2021, 2022, and 2023
  • Top Workplaces USA national award in 2022, 2023, and 2024
  • Newsweek's America's Best Banks 2023, and 2024

At 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/


Job Description

Come work with us and help build success. The candidate 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 Responsibilities

  • Assist the client account manager team with daily processing and other duties.
  • Invoicing and Monitoring of accounts receivables.
  • Assist with new account set up.
  • Prepare claim loss reports and insurance applications.
  • Review activities and meet timeline workflow standards.
  • Assist with preparation of presentations.
  • Filing electronic and paper documents.
  • Respond to customer inquiries.
  • Gain an understanding of company underwriting systems and products.
  • Perform requested assignments in a diligent, timely manner.
  • Will perform special projects as assigned.

Education, Experience and Skills

  • Associates Degree or equivalent experience required.
  • 1 to 2 years experience in the insurance industry preferred.
  • Must be proficient and accurate in the use of Microsoft Office products.
  • Strong time management skills required.
  • Excellent written and oral communication skills.
  • Ideal candidate will be a team player and bring a positive attitude.
  • Must have a desire to work towards becoming a licensed insurance agent.


Basic Qualifications

  • Associates Degree or equivalent experience required.


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 inquires.


 

Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Associate Degree
Required Experience
1 to 2 years
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