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Commercial Account Executive
Commercial Account Executive-March 2024
Beachwood
Mar 29, 2026
About Commercial Account Executive

  Build Your Future Here:Thinking of changing jobs or starting your career at a growing company? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is 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 Insurance Agency is a part of Peoples Bank, one of the largest 200 banks in the United States with 132 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. 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 and is proud to share over $7 million has been donated to local organizations since its inception.Some of Peoples Bank recent nationwide accolades:American Banker Best Banks to Work For in 2021, 2022 and 2023Top Workplaces USA national award in 2022 and 2023Newsweek's America's Best Banks 2023At 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, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/Job PurposeThe position is responsible for being self-motivated and self-functioning in the retaining and servicing of existing clients and to support the Producers with attaining their new business production objectives. Will need to self-manage work time and task execution. Will be responsible for making timely decisions and to adhere to a structured renewal, marketing, sales and interim service process.Job DutiesSet Attainable Renewal Retention and Referral Goals, Grow Net Book RevenueInitiate Renewal Process with existing Clients after reviewing monthly expirationsCross Sell additional lines to existing Clients and make Referrals both internally and across LOBs - all documented in P1Accompany Producers on Sales Calls for gathering detailed underwriting information, prepare applications and assist with selecting potential marketsOversee and monitor interim Marketing Activities with Commercial Account Manager if one is assigned to the account team.Assist with preparing formal Proposals, assure coverage adequacy of all written accounts, accompany Producer for presentation and/or give presentations unaccompaniedDaily Maintenance of Automated Systems including P1, TAM and Lotus NotesOversee collections and educate clients concerning finance options and cancellation proceduresHand deliver policies to clients after a thorough review of insurance summariesProvide interim Client service, as needed, including Claims and Collection oversightSell New Business, which will have a defined goal each yearOther duties and projects as may be assigned by agency managementEducation, Experience and Job SkillsHigh school diploma required. Bachelor's Degree preferred or equivalent experience.Minimum of five years of previous insurance experience as a Commercial Account Manager, Account Executive or Producer is mandatory.Must be a licensed agent.Candidates must possess the required technical insurance and computer based knowledge to manage a significant client portfolio efficiently and professionally.Must demonstrate the organizational disciplines to perform the required tasks in a timely, accurate fashion; and to attain mandated sales goals whether performing as Producer or Account Executive.Must be self-motivated with the ability to complet

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