Personal Lines Account Manager - Hybrid (Concord or Danvers, MA)

OneDigital; Concord (MA); Sur place; USD 65 000 - 70 000; Plein temps

Avantages offerts par ce poste

health, wellbeing, retirement, and其他

Résumé du poste

OneDigital is seeking an Account Manager to oversee a book of business, collaborating with the service team and producers to meet client expectations and deliver high-quality service.

The role emphasizes marketing, quoting, binding, needs analysis, and cross-sale opportunities, with a focus on proactive client engagement and education on industry trends.

Qualifications

• 3+ years’ experience in account management or consultative roles.
• Experience in a broker agency is required.
• Thorough knowledge of property casualty and ancillary products.
• Working knowledge of Microsoft Office products.

Responsabilités

• Manages and maintains assigned book of business.
• Performs marketing, quoting, binding, and renewals tasks.
• Advises clients and serves as main contact for service needs.
• Delegates work to internal service team members.
• Manages day-to-day client issues.
• Conducts needs analysis and strategy calls.
• Assists in growing the book via cross-sale opportunities.
• Builds relationships through proactive communication.
• Educates clients on industry trends and changes.
• Provides leadership within the service team.

Connaissances

Account management

Consultative selling

Client advisory

Microsoft Office

Formation

Bachelor's Degree

Outils

Quoting tools

Database applications

Description du poste

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:

The Account Manager is responsible for day-to-day management of their assigned book of business. The

AM works closely and collaboratively with the internal service team, Personal Lines Manager and Producers to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any insurance-related service needs.

Responsibilities include:

• Manages and maintains assigned book of business
• Perform marketing, quoting, binding, and tasks related to quoting renewals, new lines or additional lines
• Serves in an advisory capacity for clients
• Delegates work assignments to internal service team members
• Manages day-to-day client issues
• Conducts needs analysis and strategy calls
• Assists in growing the book of business through cross-sale opportunities when available
• Builds relationships with clients through proactive communication
• Communicates and educates clients on the latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables
• Provides leadership within the extended service team

Requirements Include:

• 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
• Willingness to participate in ongoing education and/or take necessary educational classes to maintain and improve upon skills and knowledge of industry specific topics.
• Ability to travel up to approximately 10% of time

Soft Skills

• Team Player
• Love of service and social interactions
• Active listener
• Ability to multitask
• Be genuine

Experience:

• 3+ years’ experience in account management or in a consultative role, required
• Prior experience in a broker agency, required
• Thorough knowledge of property casualty and ancillary products; required
• Working knowledge of all Microsoft Office products; required
• Familiarity and practical knowledge of quoting process and tools; preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus.

The typical base pay range for this role nationwide is $65,000 to $70,000 per year.

We also offer eligible employees

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts

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.

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!