Personal Lines Account Manager

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:

Overall Responsibilities

• Responsible for the service including computer input and update of personal lines accounts and to provide prompt, accurate and courteous service to insureds, account executives, and insurance companies regarding those accounts.

• Responsible for the reporting and service of open claims and to provide prompt, accurate and courteous service to insureds, sales representatives, and insurance companies regarding those claims.

• Assist Personal Lines Department in ensuring that all procedures and insurance regulations are communicated to and adhered to by all employees within department.

• Understand and successfully use agency automation and follow all agency systems procedures and insurance company regulations.

• Receive telephone calls and other agency referrals for new business and gather necessary information and completion of applications.

• Maintain customer files. Check and attach various transactions to customer files.

• Review all incoming mail the day the mail is received and process it accordingly.

• Review and order all necessary renewals no later than 60 days prior to expiration date. Prepare proposals for new accounts and renewal business as needed.

• Receive claim information regarding a loss and report the information to the insurance company the day it was received.

• Advise the insured what processes are necessary for the settlement of the loss.

• Follow-up with insurance companies for the timely and accurate settlement of the loss.

• Respond to customers' inquiries and questions regarding the status of the loss.

• Notify management of any potential business practices that may lead to an E&O claim.

• Attend training programs and meetings sponsored by the agency and/or companies.

• Attend continuing education classes to ensure all hours are completed to retain insurance license.

Qualifications

• High school diploma or GED required. Some college preferred.

• P & C Insurance License Required

• Experience with AMS 360 a plus.

• Insurance experience preferred, preferably within an independent agency.

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!