OneDigital

Fierce Advocates of Health, Success and Financial Security

Personal Lines Account Manager

Account ManagerSalesFull TimeRemoteTeam 1,001-5,000Since 2000H1B SponsorCompany SiteLinkedIn

Location

Connecticut + 1 moreAll locations: Connecticut, Vermont

Posted

63 days ago

Salary

$65K - $75K / year

High School2 yrs expExperience acceptedEnglish

Job Description

• 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, proofs 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.

Job Requirements

  • A current Property and Casualty Insurance License is preferred however 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
  • 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.

Benefits

  • health insurance
  • wellbeing programs
  • retirement plans
  • paid time off
  • overtime pay for non-exempt employees
  • learning and development programs
  • reimbursement of job-related expenses
  • employee perks and discounts

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