Personal Lines Account Manager

About the role

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. 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 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. 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. To learn more, visit: www.onedigital.com/careers 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: 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 are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibi