Commercial Lines Account Manager at OneDigital servicing existing clients and developing new client relationships. Responsible for client success, satisfaction, and effective communication in the insurance industry.
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, certificates of insurance and Review 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
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
Bring thoughts and ideas to one to one meetings when discussing renewal and new business opps
Pursue a program of personal and professional development
Requirements
A current Property and Casualty Insurance License is required
A high school diploma, two years of college or two years experience in the insurance industry is preferred
Proficient 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
Ability to work directly with clients and team members
Background in real estate insurance risk required, including multi-family, office, industrial, and retail
Ability to work directly with underwriters
Open to AI integration in day to day work flow
Proficient at working through property allocations and Statement of Values
Benefits
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses per the company policy
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