Personal Lines Account Manager — Client Success & Growth

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

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.