Personal Lines Account Manager

OneDigital; Williston (VT); On-site; USD 50,000 - 60,000; Full time

Job summary

OneDigital is seeking an experienced Personal Lines Account Manager to service existing clients and help develop new relationships. You’ll serve as a primary business contact for client success, handling new/renewal business, endorsements, and communications with clients and insurers.

The role emphasizes building strong client relationships, accurate processing, and ongoing education on coverages, with opportunities to cross-sell and contribute to marketing efforts.

Qualifications

• High school diploma or two years of college, or two years of experience in the insurance industry.
• Property & Casualty license preferred; assistance available for right candidate.
• Proficiency with Microsoft Office products (Outlook, Word, Excel, Teams).
• Strong confidentiality, attention to detail and time management.
• Excellent written and oral communication skills.
• Ability to understand and analyze insurance coverages, forms and policies.

Responsibilities

• Build strong relationships with clients to maintain existing business and acquire new accounts.
• Process new and renewal business, endorsements, and proofs of insurance.
• Correspond with insurance companies and clients to verify information for servicing.
• Answer client questions about coverages and needs.
• Answer underwriter questions about client accounts.
• Assist with claims processing when applicable.
• Assist with marketing when applicable.
• Stay informed about new coverages and products.
• Maintain quality control standards and look for cross-sell opportunities.

Education

High school diploma or equivalent, two years of college or two years' experience in the insurance industry

Tools

Microsoft Office (Outlook, Word, Excel, Teams)

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.

Summary

Our Newest Opportunity

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 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.

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!