Client Account Manager IV

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 offer Commercial, Personal, and Employee Benefits insurance coverages through Peoples Insurance Agency and 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
• U.S. News & World Report's Best Companies to Work For in Banking and in the Midwest 2024-2025

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/

Our 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 servicing customers and supporting other client account managers in a professional manner. Will be responsible for retention, account rounding and full service of Commercial Property and Casualty insurance clients. This includes checking policies, issuing certificates of insurance and reporting of initial claims to carriers. Will handle some smaller accounts without an assigned producer, requiring a broad understanding of company underwriting systems and products.

Job Duties

• Will gather detailed underwriting information for marketing renewals
• Responsible for researching and selecting potential carriers to obtain the best coverage for the client.
• Negotiate premiums and better coverage options with company underwriters.
• Monitor outstanding quotes and applications for new business and renewals.
• Responsible for making independent decisions on coverage.
• Assist producers with policy presentations as requested.
• Effective cross selling when an opportunity arises.
• Educate clients on company and agency payment plans & cancellation procedures.
• Submit claims, request and review endorsements and audits for accuracy.
• Will perform special projects as assigned.

Education, Experience and Job Skills

• Associates degree, or equivalent experience required.
• P&C Licensed Agents preferred, but P&C License must be obtained within first 60 days of employment.
• Minimum 5 years of insurance experience required.
• Minimum 5 years of customer service experience required.
• Excellent oral and written communication skills.
• Must be able to multi-task and manage time effectively.
• Proficient knowledge and experience using Microsoft Office products.
• Insurance designations are preferred and pursuing or agree to pursue additional designations approved by the agency within the first two years (CISR, CIC ,etc.).

Basic Qualifications

• Associate's Degree or equivalent work experience required.
• Minimum 5 years of insurance experience required.
• Minimum 5 years of customer service experienced 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 inquiries.