
Account Manager - Hybrid (Tallahassee, FL)
OneDigital, Tallahassee, FL, United States
Overview Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Our Newest Opportunity The Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Consultants and/or Producers to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any Property & Casualty related service needs.
Responsibilities Manages and maintains assigned book of business
Serves in an advisory capacity for clients
Delegates work assignments to internal service team members
Works closely with Consultants and Producers to manage the entire renewal process
Manages day to day client issues
Conducts needs analysis and strategy calls
Conducts regular open item/misc. calls with clients
Assists in growing the book of business through cross-sale opportunities when available
Builds relationships with clients and markets through proactive communications
Communicates and educates clients on latest trends, concerns and changes in the industry
Effectively and efficiently manages complex accounts and high-level service deliverables
Provides leadership within the extended service team
Check policies against quotes for accuracy, and request changes where needed
Utilize the Applied Epic system and the shared drive to maintain client information
Prepare insurance proposals, outlining significant terms and conditions
Requirements Include Must be self-motivated and disciplined
Possess excellent written and verbal communication skills
Possess strong organizational skills
Must be very detail-oriented
Demonstrate leadership capabilities
Ability to work with clients at a strategic level
Ability to thrive in fast-paced environment
Experience 3+ years’ experience in account management or in a consultative role, required
Prior experience in broker agency or benefit administration firm, required
Current P&C license, required. Non-resident in other states may apply
Thorough knowledge of Property & Casualty products; required
Working knowledge of all Microsoft Office products; required
Familiarity and practical knowledge of quoting process and tools; preferred
Bachelor’s Degree, preferred
Experience with database applications, a plus
Compensation and Benefits Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
Equal Opportunity and Inclusion OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco; City of Los Angeles; County of Los Angeles. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
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