Commercial 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.

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
Summary
The Account Manager is responsible for day‑to‑day management of their assigned book of business. The AM may collaborate with Producers (Client Executives) or work directly with clients to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any business insurance service needs.

Responsibilities

Manages and maintains assigned book of business

Serves in an advisory capacity for clients

Works closely with Client Executives, if applicable, to manage the renewal process

Manages day‑to‑day client issues

Conducts needs analysis and strategy calls

Conducts face‑to‑face meetings with clients, either virtually or in‑person

Assists in growing the book of business through cross‑sale opportunities when available

Builds relationships with clients 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

Requirements

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 a fast‑paced environment

Experience

3+ years’ experience in account management or in a consultative role, required

Prior experience at an agency, brokerage or underwriting role, required

Current Property & Casualty license, required

Thorough knowledge of Commercial Insurance 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

The typical base pay range for this role nationwide is $85,000 to $95,000 per year.

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.

Equal Employment Opportunity
OneDigital is an equal opportunity employer. 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”).

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:

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 (or ‘ban the box’) laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

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