Personal Lines Account Manager - On Site (Englewood, CO)

OneDigital; Englewood (CO); On-site; USD 55,000 - 67,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Job summary

OneDigital in Colorado is seeking an Account Manager to manage a book of business, collaborate with internal service teams, and serve as the primary contact for personal lines services.

You will maintain client relationships, perform marketing and renewal activities, and provide strategic guidance to help clients thrive in a fast-paced environment. This role offers base pay and comprehensive benefits in a collaborative setting.

Qualifications

• Bachelor’s degree preferred
• 3+ years’ experience in account management or consultative roles
• Current Property & Casulty license preferred or required

Responsibilities

• Manages and maintains assigned book of business
• Performs marketing, quoting, binding, and renewals tasks
• Serves as advisory for clients on personal lines
• Delegates work to internal service team
• Manages day-to-day client issues
• Conducts needs analysis and strategy calls
• Grows book through cross-sale opportunities when available
• Builds relationships via proactive communication
• Educates clients on industry trends and changes
• Provides leadership within the service team

Skills

Self-motivated

Excellent written and verbal comms

Organizational skills

Detail-oriented

Leadership

Strategic mindset

Thrives in fast-paced environment

Education

Bachelor’s Degree (preferred)

Tools

Microsoft 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 to ensure service deliverables meet and exceed client expectations. The Account Manager serves as the clients’ main point of contact for any personal lines-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 a fast-paced environment

Experience

• 3+ years’ experience in account management or in a consultative role, required


• Prior experience in a broker agency, required


• Current Property & Casualty license, required


• Working knowledge of all Microsoft Office products; required


• Bachelor’s Degree, preferred


• Experience with database applications, a plus.

The typical base pay range for this role is: $55,000 - $67,000

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!