Strategic Personal Lines Account Manager & Client Advisor

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

Job summary

OneDigital is hiring an Account Manager to oversee day-to-day management of an assigned book of business. You will work closely with the internal service team, Personal Lines Manager and Producers to exceed client expectations and serve as the main contact for insurance-related service needs.

Key duties include marketing, quoting, binding, and renewing lines, advising clients, delegating tasks, and addressing day-to-day issues. Strong communication, organization, and leadership are essential.

Qualifications

• Must be self-motivated and disciplined.
• Excellent written and verbal communication skills.
• 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.

Responsibilities

• 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.

Skills

Communication skills

Organizational skills

Detail-oriented

Leadership

Strategic client management

Travel up to 10%

Team player

Active listening

Multitasking

Education

Bachelor’s Degree, preferred

Tools

Microsoft Office

Quoting tools

CRM experience

Job description

OneDigital is hiring an Account Manager to oversee day-to-day management of an assigned book of business. You will work closely with the internal service team, Personal Lines Manager and Producers to exceed client expectations and serve as the main contact for insurance-related service needs.

Key duties include marketing, quoting, binding, and renewing lines, advising clients, delegating tasks, and addressing day-to-day issues. Strong communication, organization, and leadership are essential.