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.

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.

OneDigital is seeking an experienced and knowledgeable Personal Lines Account Manger 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.

• 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, proofs of insurance , and r eview 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.

• Keep informed about new coverages and products.

• Handle tasks in a manner which comply with the agency’s quality control standards

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

• 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:

• A current Property and Casualty Insurance License is preferred however OneDigital is willing to assist with licensing for the right applicant.

• A high school diploma, two years of college or two years of experience in the insurance industry is preferred

• Experience with Microsoft Office products including Outlook, Word, Excel and Teams

• Strong respect for confidentiality and attention to detail.

• Excellent written and oral communication skills.

• Ability to understand and analyze insurance coverages , forms and policies.

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