Client Account Manager III

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 inand 2025
• Top Workplaces USA national award inand 2026
• Newsweeks Americas Greatest Workplacesand 2026
• Forbes Americas Best Banks 2024 and 2025
• Forbes Best-in-State Banks. 2025 and 2026
• TIMEs Americas 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 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 Description

This position will be responsible for servicing customers with regard to daily needs quoting new business and annual policy renewal responsibility includes checking policies and reporting of initial claims to insurance carriers. Will handle small accounts without an assigned producer requiring a broad understanding of company underwriting systems and products. The candidate will be responsible for full service retention and rounding of accounts.

Job Responsibilities

• Responsible for gathering detailed underwriting information for quoting and remarketing policies.
• Will research and select potential markets.
• Monitor outstanding quotes and applications.
• Responsible for making independent decisions on coverage as needed.
• Will educate clients on agency payment expectations & cancellation procedures.
• Review endorsements claims audits and cancellation/non-renewal reports.
• Research and monitor activity associated with clients and carriers.
• Will be responsible for the issuing of new and renewal Certificates of Insurance.
• Submit initial claims and follow-up per our workflows.
• Check policies and review endorsements & audits for accuracy.
• Will perform special projects as assigned.

Education Experience and Skills

• Associates degree or equivalent experience required
• Minimum of three years of insurance experience is required.
• Minimum 3 years of customer service experience required.
• Must be a licensed P&C agent
• Excellent oral and written communication skills
• Must be able to multi-task and manage time effectively.
• Proficient knowledge and experience using Microsoft Office Products

Basic Qualifications

• Associate degree or equivalent work experienceMinimum 3 years of insurance experience required.
• Minimum 3 years of customer service experience required
• Must be a licensed P&C agent

Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability contact to ask for an accommodation alternative application process or other inquiries