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

OneDigital; Concord (MA); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Job summary

OneDigital is seeking an Account Manager to oversee an assigned book of business and work closely with service teams, Personal Lines Managers, and Producers to exceed client expectations. You’ll be the primary contact for insurance-related service needs and drive growth through advisory support and cross-sale opportunities.

The role emphasizes leadership within the service team, strong communication with clients, and thorough knowledge of property casualty products.

Qualifications

• 3+ years of account management or consultative experience
• Experience in a broker agency is required
• Knowledge of property casualty and ancillary products
• Familiarity with quoting processes and tools is preferred

Responsibilities

• Manages and maintains assigned book of business
• Performs marketing, quoting, binding, and renewals tasks
• Serves as advisory resource for clients
• Delegates work to internal service team
• Manages day-to-day client issues
• Conducts needs analysis and strategy calls
• Supports growth through cross-sale opportunities
• Builds client relationships through proactive communication
• Educates clients on industry trends and changes
• Leads within the extended service team

Skills

Self-motivation

Communication

Organization

Attention to detail

Leadership

Strategic account management

Adaptability

Travel readiness

Education

Bachelor's degree, preferred

Tools

MS 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

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.

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.

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!