Personal Lines Account Manager

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.
We are looking for an experienced and knowledgeable Account Manager to service existing clients and help develop new client relationships. Account Managers serve as an important business contact for the client and are responsible for client success and satisfaction. The position includes opportunity for new business sales.
Primary Duties and Responsibilities

Build strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service.
Process new and renewal business, endorsement requests, certificates of insurance and review policies and endorsements for accuracy and relevance.
Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing.
Accurately answer client questions about their insurance coverages and needs.
Accurately answer insurance company underwriting questions about client accounts.
Assist with claims processing when applicable.
Assist with marketing when applicable.
Keep informed about new coverages and products.
Handle tasks in a manner which complies with the agency’s quality control standards.
Identify, prospect, and close new business via referrals, calls in business, networking sources, and organic prospect meetings to meet monthly and annual revenue goals.
Other Responsibilities

Enroll in annual continuing education to stay updated on changes within the insurance industry.
Perform other specific duties and projects as assigned by Team Manager.
Pursue a program of personal and professional development.
Qualifications and Skills

Current Property and Casualty Insurance License preferred; OneDigital is willing to assist with licensing for the right applicant.
High school diploma, two years of college or two years’ experience in the insurance industry preferred.
Experience with Microsoft Office products including Outlook, Word, Excel and Teams.
Strong respect for confidentiality and attention to detail.
Strong time management skills.
Excellent written and oral communication skills.
Ability to understand and analyze insurance coverages, forms and policies.
Typical base pay range for this role nationwide is $60,000 to $80,000 per year. Base pay depends upon 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 individual performance and/or the company’s performance. Eligible employees receive benefits including health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. Employees also receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. View more details at www.onedigital.com/careers.
Equal Employment Opportunity Statement

OneDigital is an equal opportunity employer. We celebrate diversity, insist on equity and inclusion, and connect our people. We provide equal employment opportunities to all employees and applicants for employment regardless of 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, or any other category protected by federal, state or local law. The Federal EEO poster is available. We consider qualified applications with arrest or conviction records for employment in accordance with local Fair Chance Ordinances. We welcome applicants from all backgrounds and will comply with all applicable federal, state, and city/county laws prohibiting discrimination. We honor our commitment to hiring the most qualified applicant for the position, regardless of background.

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