Personal Lines Account Manager

Summary
OneDigital is seeking an experienced and knowledgeable Personal Lines 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.

Primary Duties and Responsibilities

Build strong relationships with clients to maintain existing business and acquire new accounts by consistently providing prompt, accurate, and courteous service.

Process new and renewal business, endorsement requests, proof 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 that complies with the agency’s quality control standards.

Continuously look for opportunities to make new sales and cross-sell when in contact with clients.

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 is preferred; OneDigital is willing to assist with licensing for the right applicant.

High school diploma; two years of college or two years of 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.

Compensation and Benefits
The typical base pay range for this role nationwide is $50,000 to $60,000 per year.

In addition to base pay, the role may be eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or company performance. Eligible employees also receive health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. Job-related expenses are reimbursed per company policy, and employees may receive perks and discounts.

Equal Employment Opportunity
OneDigital provides 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 (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 apply: 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.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

#J-18808-Ljbffr