Personal Lines Client Experience Manager - Hybrid (Beavercreek, OH)

OneDigital • Beavercreek, OH

15d • Hybrid

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 primary responsibility of the Client Experience Manager (CEM) position is to provide a superior level of service to clients through daily interaction by responding to needs and inquiries. The CEM helps to bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective. OneDigital operates on a “People First” mentality. All CEM responsibilities will align with OneDigital’s vision, mission, and values.

Requirements

• Prefer 4 year college degree or 2+ years’ experience in insurance or similar industry.
• Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment.
• Demonstrated and proven ability in account management and client service.
• Demonstrates client service excellence, business acumen, and understand value-based selling.
• Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
• Written communication skills – must be concise, organized, and clear.
• Analytical and computing skills – must be accurate and astute.
• Verbal Communication skills – convey ideas persuasively; either speaking spontaneously or in a prepared presentation.
• Readily adjusts to rapid changes in technology, products, and the marketplace.
• The CEM can work primarily in an office environment (in-office or remote) and travel may be required for in-person meetings when needed.
• This role is either seated or standing position for most of their workday at a desk or table.
• This is a sedentary role.
• Constantly operating a computer and other office equipment (copy machine, label machine, etc).

Responsibilities

• Builds personalized client relationships and responds to client service requests.
• Consults with clients to answer questions about insurance products services.
• Processes transactions (ex. policy changes, claims, and cancellations) and documents work in detail (with accuracy, efficiently, and a high degree of professionalism) both in client communications and in the agency management system (Applied Epic).
• Collaborate with internal team to maintain a flow of good communication.
• Strive for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participate in ongoing training and professional development to enhance skills and knowledge; provide feedback to the agency on client needs and potential areas for service improvement.
• Effective and professional communication in both written and verbal methods.
• Be a positive contributor in a team environment.
• Utilize strong time management and organizational skills.
• Energetic self-starter that is flexible, consultative and goal oriented.

Benefits

• eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs
• reimbursement of job-related expenses per the company policy
• employee perks and discounts

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees