Personal Lines Account Coordinator - Private Client Group
About The Position
Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these 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. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: The Client Service Specialist supports the Account Mangers in the Private Client Group by providing comprehensive administrative to support to assist them with their daily tasks and responsibilities.
Requirements
- Strong attention to detail
- Positive, can-do attitude
- Self-motivated, flexible and disciplined
- Ability to work independently as well as in team environment
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to thrive in fast-paced production environment
- 2+ years’ applicable job experience, preferred
- Proficient with Microsoft Office products, required
- Prior experience in broker agency or benefit administration firm, preferred
- Familiarity with insurance carrier websites, preferred
- Proven track record in customer service; preferred
- Bachelor’s Degree, preferred
- Familiarity with database applications, a plus
Responsibilities
- Take part in the new business process by gathering quotes and crafting thoughtful proposals
- Help with renewals by preparing documents, updating client details, and following up on any pending items
- Handle customer policy changes with care and efficiency to ensure timely updates
- Stay in touch with carriers and clients to keep transactions moving smoothly
- Keep records neat and accurate within the agency management system
- Team up with account managers on administrative tasks to deliver top-notch service
Benefits
- health
- wellbeing
- retirement
- 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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees
