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Client Account Manager II Job in Lebanon, Ohio US

Client Account Manager II

Peoples Bancorp Inc - Lebanon, OH

Posted: 6/9/2025 - Expires: 9/7/2025

Job ID: 290223090

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Job Description

At Peoples Insurance, 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 Description

This position will be responsible for servicing customers with regard to daily needs, quoting new business and annual policy renewal processes. This 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

Associate's degree, or equivalent experience required
Must be a licensed P&C Agent required
Minimum of two years of insurance 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

Basic Qualifications

Associate's degree or equivalent work experience
Must be a licensed P&C Agent
Minimum of two years of insurance 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.

Working Together. Building Success.

Job Summary

Employment Type:
Full Time Employee
Job type:
Federal Contractor
Skill Based Partner:
No
Education Level:
Associate's degree
Work Days:
Mon, Tue, Wed, Thu, Fri
Job Reference Code
82819917_1
Salary
N/A
Licenses / Certifications:
N/A
Display Recommended WorkKeys®Recommended WorkKeys®:
Applied Math: 4
Graphic Literacy: 5

Workplace Documentation: 5