Personal Lines Account Manager

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:  Summary:    OneDigital   is   seeking   an   experienced   and   knowledgeable   Personal   Lines   Account   Manger   to   service existing clients and help develop new client relationships. Account Managers serve as an important business contact for the client and   are responsible for   client success and satisfaction.   Primary   Duties   and   Responsibilities   Build   Strong   relationships   with   clients to   maintain   existing   business   and   to   acquire   new   accounts by consistently providing prompt,   accurate , and courteous service.   Process   New   and   Renewal   business,   endorsement   requests,   proofs   of   insurance ,   and   r eview policies and endorsements for accuracy and relevance.   Correspond   in   a   professional   manner   with   insurance   companies   and   clients   to   update,   obtain   or verify necessary information for account servicing.   Accurately   answer   client   questions   about   their   insurance   coverages   and   needs.   Accurately   answer   insurance   company   underwriting   questions   about   client   accounts.   Assist   with   Claims   processing   when   applicable.   Assist   with   Marketing   when   applicable.   Keep   informed   about   new   coverages   and   products.   Handle   tasks   in   a   manner   which   comply   with   the   agency’s   quality   control   standards   Continue   to   look   for   opportunities   to   make   new   sales   and   cross   sell   when   in   contact   with   clients.   Other   Responsibilities:   Enroll   in   annual   Continuing   Education   to   stay   updated   on   changes   within   the   insurance   industry.   Perform   other   specific   duties   and   projects   as   assigned   by   Team   Manager   Pursue   a   program   of   personal   and   professional   development.   Qualifications and Skills:   A   current   Property   and   Casualty   Insurance   License   is   preferred   however   OneDigital   is   willing   to   assist   with licensing for the right applicant.   A   high   school   diploma,   two   years   of   college   or   two   years   of   experience   in   the   insurance industry   is   preferred   Experience   with   Microsoft   Office   products   including   Outlook,   Word,   Excel   and   Teams   Strong   respect   for   confidentiality   and   attention   to   detail.   Strong   Time   Management   skills   Excellent   written   and   oral   communication   skills.   Ability   to   understand   and   analyze   insurance   coverages ,   forms   and   policies.   The typical base pay range for this role nationwide is $50,000 to $60,000 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 . 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