Commercial Lines and Personal Lines Account Manager - Beverly, MA

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Commercial Lines and Personal Lines Account Manager - Beverly, MA

Keller Benefit Services, OneDigital Health & Benefits Company

icon Beverly, MA, US, 01915

iconFull Time

icon10 July 2024

Job Expired

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

OneDigital is seeking an experienced and knowledgeable 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. Position includes opportunity for new business sales.

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, 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
  • Identify, prospect, and close new business via referrals, call in business, networking sources, and organic prospect meetings to meet monthly and annual revenue goals 

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 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.

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

Thank you for your interest in joining the OneDigital team!