Commercial Client Relations Manager - Property and Casualty - Hybrid (Cincinnati, OH)

Onedigital

Full-time - Mid Level

About the position

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. The primary responsibility of this position is to establish, maintain, and enhance the relationship between RiskSOURCE/OneDigital and its commercial clients, serving as a liaison between many different members of the client team and the RiskSOURCE/OneDigital team to organize and execute plans that are mutually beneficial. The Client Relations Manager (CRM) partners with the Client Experience Manager (CEM) and Risk Advisor (RA) to ensure all service milestones and expectations are being met. Client retention and satisfaction are achieved by leading the onboarding, stewardship, and renewal processes. CRMs also manage audits and account rounding activities while always acting in accordance with the company's vision and values. In some instances, the Client Relations Manager may be assigned secondary tasks such as account management. CRMs hold a primary role in establishing a strong sales relationship with clients, insurance companies, and brokers. For this reason, the CRM must have exemplary personal skills and a personable demeanor, as well as a deep understanding of mutual goals and individual issues; they must also take a proactive approach to problem solving. Time management skills are also necessary to organize what will likely be an inconsistent and fluid schedule.

Responsibilities

• Lead the onboarding, stewardship, and renewal processes.
• Build and develop relationships with clients through consultative, value-based selling strategies and delivering exceptional client service.
• Collaborate with internal partners to provide client service and operations to maintain a flow of communication and to be a positive contributor in a team environment.
• Develop, track, and report key performance measurements for the client and document them in the Risk Management Service Plan.
• Oversee cross-functional work areas targeted to resolve issues raised by clients.
• Utilize strong time management and organizational skills.
• Act as an energetic self-starter that is flexible, consultative, and results-oriented.

Requirements

• 3-5 years' experience in Commercial Insurance.
• 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.
• Strong 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.
• Aptitude for necessary computer programs, with Applied Epic and Microsoft Excel proficiency preferred.

Benefits

• Health insurance
• Paid time off
• Variable compensation, commission, and/or annual bonus based on individual and/or company performance
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts
• Robust learning and development programs