Commercial Lines Account Manager - Hybrid (Farmington, CT)
About The Position
OneDigital is seeking an experienced and knowledgeable Account Manager to service existing clients and help develop new client relationships. Account Managers serve as important business contacts for clients and are responsible for client success and satisfaction. They provide responsive, accurate, and courteous service while handling account servicing, policy processing, client questions, and communications with insurance companies. The role also involves staying informed about insurance products and coverage changes, maintaining agency quality control standards, completing annual continuing education, and pursuing personal and professional development. The position is hybrid and located in Farmington, Connecticut.
Requirements
- 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.
Nice To Haves
- A current Property and Casualty Insurance License is preferred; OneDigital is willing to assist with licensing for the right applicant.
- A high school diploma, two years of college, or two years of experience in the insurance industry is preferred.
Responsibilities
- Build strong client relationships to maintain existing business and acquire new accounts by providing prompt, accurate, and courteous service.
- Process new and renewal business, endorsement requests, and certificates of insurance; review policies and endorsements for accuracy and relevance.
- Correspond professionally with insurance companies and clients to update, obtain, or verify information needed for account servicing.
- Answer client questions about insurance coverage and needs accurately.
- Answer insurance company underwriting questions about client accounts accurately.
- Assist with claims processing when applicable.
- Assist with marketing when applicable.
- Keep informed about new coverages and products.
- Handle tasks in accordance with the agency’s quality control standards.
- Enroll in annual continuing education to stay updated on changes in the insurance industry.
- Perform other specific duties and projects as assigned by the Team Manager.
- Pursue a program of personal and professional development.
Benefits
- Eligible employees are offered health, wellbeing, retirement, and other financial benefits.
- Paid time off.
- Overtime pay for non-exempt employees.
- Learning and development programs.
- Reimbursement of job-related expenses according to company policy.
- Employee perks and discounts.
- Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
