Peoples Bank · 1 month ago
Personal Lines Service Agent
Peoples Insurance New Martinsville, New Martinsville, WV, US
Full-time
Onsite
New Grad, Entry LevelPeoples Bank is a community bank dedicated to improving local communities and providing financial services. The Personal Lines Service Agent will manage personal lines insurance policies, assist clients with new policies and renewals, and ensure customer service inquiries are addressed promptly.
BankingFinanceFinancial Services
Responsibilities
Assist clients in selecting appropriate personal lines insurance coverage
Process applications for new policies and policy renewals
Review policies to ensure clients have adequate coverage and make recommendations as needed
Collaborate with underwriters and carriers to secure the best coverage options for clients
Provide prompt and professional responses to client inquiries, requests, and concerns
Address client questions regarding policy changes, billing, and claims
Assist clients with policy endorsements, cancellations, and other service-related tasks
Keep accurate and organized client records and policy documentation
Regularly review policies to identify opportunities for coverage adjustments or cost savings
Ensure that policyholders are informed of any changes or updates to their coverage
Identify cross-selling opportunities to enhance clients' insurance portfolios
Offer additional products and coverage options to meet clients' evolving needs
Stay updated on industry regulations and compliance standards
Ensure all client interactions and transactions adhere to legal and ethical guidelines
Will perform special projects as assigned
Qualification
Required
High School Diploma or GED
Valid insurance agent/broker license for personal lines insurance in [State]. Must obtain Property and Casualty Insurance License in Resident State within 6 months of employment
Strong knowledge of personal lines insurance products and coverage options
Excellent communication and customer service skills
Detail-oriented with strong organizational abilities
Proficiency in insurance software and Microsoft Office suite
Ability to work effectively independently and as part of a team
Dedication to maintaining client confidentiality and trust
Benefits
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
Holidays
Company
Peoples Bank
Since 1902, Peoples Bank has grown from its Marietta, Ohio roots into a $9.6 billion diversified financial services holding company.
Founded in 1997Lawrenceville, New Jersey, USA
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1993-02-09IPO
Leadership Team
Tyler Wilcox
President and Chief Executive Officer
Hugh Donlon
Executive Vice President - Community Banking
Recent News
2026-01-20
2025-10-21
Company data provided by crunchbase