New

Client Acct Mgr I - Individual Life & Health

Peoples Bank
401(k), retirement plan
United States, Ohio, Marietta
Jul 23, 2026
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 in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024, 2025 and 2026 Newsweek's America's Greatest Workplaces 2024, 2025 and 2026 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021. 2025 and 2026 TIME's America's 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 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 to 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 team's success as well as the organization. Job Purpose: This position supports the servicing and retention of individual life and health insurance clients while partnering with Producers and senior account management staff to deliver exceptional customer service. This position assists with new business processing, policy servicing, renewals, and client communications while developing technical insurance knowledge and industry expertise. This role is responsible for maintaining accurate client records, supporting the sales process and ensuring timely execution of service-related activities. Successful candidates will demonstrate strong organizational skills, attention to detail and a commitment to providing a high level of service to clients and internal partners. Job Duties: Provide service support for assigned individual Life and Health accounts. Respond to client inquiries regarding policies, billing, claims, coverage, and general account maintenance. Process policy changes, beneficiary updates, ownership changes and other service transactions. Assist with policy delivery and explanation of policy summaries when appropriate. Support retention efforts through proactive client follow-up and service activities. Maintain accurate client documentation within agency management and CRM systems. Assist Producers and Account Managers with application processing and new business submissions. Gather underwriting information and required documentation from clients. Track application status and communicate updates to Producers and clients. Coordinate medical examinations, paramed appointments, and other carrier requirements as needed. Establish and maintain pending files through policy issue and delivery. Obtain individual life and health insurance quotes from carrier and agency systems. Assist in preparing proposals and presentations for clients. Support the renewal process by reviewing upcoming expirations and collecting renewal information Review policies and carrier documentation for accuracy. Identify opportunities for cross selling and refer prospects to appropriate internal partners. Maintain client records in Applied EPIC, Salesforce and other agency systems. File and organize electronic documents according to agency standards. Monitor policy expirations and cancellation reports Meet established workflow and service standards. Provide backup support as needed within the department. Will perform special projects as assigned. Education, Job Skills and Qualifications: High school diploma or equivalent. Minimum one year of insurance experience. Individual Life and Health insurance experience preferred. Current Life and Health Insurance licensing preferred or must obtain within 12 months from date of hire. Strong computer skills including Microsoft 365. Excellent verbal and written communication skills. Strong organizational and time management skills. Ability to work independently and as part of a team. Ability to manage multiple priorities in a fast-paced environment. Basic Qualifications: High school diploma or equivalent. Minimum one year of insurance experience. Current Life and Health Insurance licensing preferred or must obtain within 12 months from date of hire. 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.