Senior Level Account Manager - Hybrid (Tacoma, WA)

OneDigital•Tacoma, WA

1d•Hybrid

About The Position

OneDigital is seeking an experienced and knowledgeable Commercial Lines Account Manager 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. OneDigital stands alongside business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.

Requirements

A current Property and Casualty Insurance License is required
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

Nice To Haves

A high school diploma, two years of college or two years experience in the insurance industry is preferred

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.