Personal Lines Account Manager — Client Advisory

Digital Insurance LLC; Englewood (CO); On-site; USD 55,000 - 67,000; Full time

Benefits offered by this job

Health

Wellbeing

Retirement

Other financial benefits

Paid time off

Overtime pay for non-exempt employees

Learning and development programs

Expense reimbursement

Employee perks and discounts

Job summary

OneDigital Health and Benefits is seeking an Account Manager to oversee day-to-day management of an assigned book of business and to work closely with internal service teams to meet client expectations. You will be the primary contact for personal lines service needs and client advisory.

The role emphasizes leadership, strategic thinking, and the ability to thrive in a fast-paced environment, with a focus on delivering exceptional service and growth opportunities for clients.

Qualifications

• 3+ years’ experience in account management or consultative roles.
• Current Property & Casualty license or willingness to obtain.
• Working knowledge of Microsoft Office suite required.
• Bachelor’s degree preferred.

Responsibilities

• Manage and maintain the assigned book of business.
• Perform marketing, quoting, binding, and renewals tasks.
• Advise clients and serve as the primary contact for personal lines needs.
• Delegate work to internal service teams and escalate issues as needed.
• Develop needs analyses and strategy calls with clients.
• Grow the book via cross-sale opportunities when available.
• Build client relationships through proactive communication.
• Educate clients on industry trends and changes.

Skills

Self-motivated

Excellent communication

Organizational skills

Detail-oriented

Leadership

Strategic thinking

Fast-paced environment

Education

Bachelor’s Degree

Tools

MS Office

Job description

OneDigital Health and Benefits is seeking an Account Manager to oversee day-to-day management of an assigned book of business and to work closely with internal service teams to meet client expectations. You will be the primary contact for personal lines service needs and client advisory.

The role emphasizes leadership, strategic thinking, and the ability to thrive in a fast-paced environment, with a focus on delivering exceptional service and growth opportunities for clients.