Client Account Manager I

Prestonsburg, KY - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

At Peoples Insurance a Peoples Bank Company 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 associates life. Thats 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: 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 Purpose

This position 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 Duties

Will be responsible for servicing of assigned accounts including: changes to policies renewals claims endorsements billing issues quoting and general account questions and maintenance.
Assist with new account set up.
Maintain insured clients files in the Agency Management System.
Utilize internet-based rating and quoting systems.
Gather detailed underwriting information and select potential markets for new business quotes.
Review activities and meet timeline workflow standards.
Review policy expiration reports and cancellation reports.
Assist with preparation of presentations.
Will be responsible for filing electronic and paper documents.
Will respond to customer inquiries.
Assist in retention of clients.
Act as back up to department functions as needed.
Will perform special projects as assigned.

Education Experience and Qualifications

High School Diploma required.
Associates Degree or equivalent experience preferred.
Insurance industry experience preferred.
Current Insurance license preferred.
Must become a Licensed Insurance Agent with in the first 12 months of employment.
Must be prompt efficient accurate and proficient in the use of Microsoft Office products.
Excellent written and oral communication skills and customer service experience are also required.
Must be able to multi-task and manage time effectively.
Team player with a positive attitude.
Ability to work independently in a fast-paced environment.

Basic Qualifications

High School Diploma required.
Must become a Licensed Insurance Agent with in the first 12 months of employment.

Equal Opportunity Employer M/F/Disabled/Vet;

If you are unable to complete this application due to a disability contactto ask for an accommodation alternative application process or other inquires.

Required Experience:

Manager

Job Purpose

Job Duties

Will be responsible for servicing of assigned accounts including: changes to policies renewals claims endorsements billing issues quoting and general account questions and maintenance.
Assist with new account set up.
Maintain insured clients files in the Agency Management System.
Utilize internet-based rating and quoting systems.
Gather detailed underwriting information and select potential markets for new business quotes.
Review activities and meet timeline workflow standards.
Review policy expiration reports and cancellation reports.
Assist with preparation of presentations.
Will be responsible for filing electronic and paper documents.
Will respond to customer inquiries.
Assist in retention of clients.
Act as back up to department functions as needed.
Will perform special projects as assigned.

Education Experience and Qualifications

High School Diploma required.
Associates Degree or equivalent experience preferred.
Insurance industry experience preferred.
Current Insurance license preferred.
Must become a Licensed Insurance Agent with in the first 12 months of employment.
Must be prompt efficient accurate and proficient in the use of Microsoft Office products.
Excellent written and oral communication skills and customer service experience are also required.
Must be able to multi-task and manage time effectively.
Team player with a positive attitude.
Ability to work independently in a fast-paced environment.

Basic Qualifications