Client Account Manager I

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;

For inquiries regarding employment with Peoples Bank, email humanresources@pebo.com.