Account Manager responsible for managing daily client service needs in Property & Casualty brokerage. Handling renewals, claims management, and communication with clients and producers.
About the role
- 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
- employee perks and discounts
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