Commercial Lines Account Manager

OneDigital Investment Advisors LLC; Northern (KY); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Learning & development

Job summary

OneDigital is seeking an Account Manager to handle day-to-day management of an assigned book of business. You will collaborate with Producers or work directly with clients to ensure service deliverables meet and exceed expectations.

You will be the main contact for any business insurance service needs. Responsibilities include managing the book, advising clients, supporting renewals, and pursuing cross-sale opportunities while maintaining strong relationships with clients through proactive

Qualifications

• Must be self-motivated and disciplined.
• Excellent written and verbal communication skills.
• Strong organizational skills.
• Detail-oriented with leadership capabilities.
• Ability to work with clients at a strategic level.
• Experience in Account Management or consultative roles preferred.
• P/C license required.
• Familiarity with quoting processes and tools a plus.

Responsibilities

• Manages and maintains assigned book of business.
• Advises clients and collaborates with Client Executives.
• Manages renewal process for clients.
• Addresses day-to-day client issues.
• Conducts needs analysis and strategy calls.
• Conducts face-to-face meetings with clients, virtual or in-person.
• Grows book of business through cross-sale opportunities.
• Builds relationships through proactive communications.
• Keeps clients informed on industry trends and changes.

Skills

Account management

Client advisory

Communication

Organizational skills

Detail-oriented

Leadership

Strategic thinking

Thrives in fast-paced env

Education

Property & Casualty license

Tools

Microsoft Office

Job description

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.

Our Newest Opportunity: Summary: The Account Manager is responsible for day-to-day management of their assigned book of business. The AM may collaborate with Producers (Client Executives) or works directly with clients to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any business insurance service needs.

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients;
• Works closely with Client Executives, if applicable, to manage the renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts face-to-face meetings with clients, either virtually or in-person
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment

Experience

• Experience in an Account Management or in a consultative role preferred
• Prior experience at an agency, brokerage or underwriting role a plus
• Current Property & Casualty license, required
• Thorough knowledge of Commercial Insurance products preferred
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools a plus

The typical base pay range for this role nationwide is $50,000 to $70,000 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 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. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team!

OneDigitalis a growing organization of caring, collaborative, and driven professionals who have dedicated their careers toimproving the lives of millions of people every day. We arein the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career,it isa calling to serve. It is “a career of consequence.” We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and usewords like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it’s why we offerthe same total-wellbeingbenefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn