Commercial Lines Account Manager
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Job Description
Commercial Lines Account Manager at OneDigital servicing existing clients and developing new relationships while maintaining high standards of service and accuracy.
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.
Requirements:
- 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.
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 company policy
- employee perks and discounts
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