Client-First Insurance Account Manager

OneDigital; Farmington (CT); Presencial; USD 60.000 - 80.000; Tempo integral

Resumo da vaga

OneDigital is seeking an experienced Account Manager to service existing clients and develop new relationships. As a key client contact, you will drive client success, handle renewals, endorsements, and inquiries while coordinating with insurance companies.

The role emphasizes accuracy, confidentiality, relationship building, and ongoing professional development in a dynamic environment. The position offers a base pay range of $60,000 to $80,000 per year, with potential bonuses and benefits.

Qualificações

• A current Property and Casualty Insurance License is preferred; licensing assistance may be provided.
• 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.

Responsabilidades

• Build strong relationships with clients to maintain existing business and acquire new accounts by providing prompt, accurate, and courteous service.
• Process new and renewal business, endorsement requests, certificates of insurance and review policies and endorsements for accuracy and relevance.
• Correspond professionally with insurance companies and clients to obtain or verify information for account servicing.
• Answer client questions about their insurance coverages and needs.
• 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.

Conhecimentos

Communication

Time management

Attention to detail

Confidentiality

Written and oral communication

Formação

High school diploma or 2 years college

Ferramentas

Outlook

Word

Excel

Teams

Descrição da vaga

OneDigital is seeking an experienced Account Manager to service existing clients and develop new relationships. As a key client contact, you will drive client success, handle renewals, endorsements, and inquiries while coordinating with insurance companies.

The role emphasizes accuracy, confidentiality, relationship building, and ongoing professional development in a dynamic environment. The position offers a base pay range of $60,000 to $80,000 per year, with potential bonuses and benefits.