Personal Lines Account Manager

Personal Lines Account Manager

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 to acquire new accounts by consistently providing prompt, accurate, and courteous service.
• Process new and renewal business, endorsement requests, proofs 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 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.

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:

• 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.
• Strong time management skills.
• 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. 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.

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 protected characteristics. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. 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.