Senior Personal Lines Advisor & Client Advocate

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

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.