Commercial Lines Account Manager - Hybrid (Langhorne, PA.)

Full-time - Mid Level

Langhorne, PA

About the position

OneDigital is seeking an experienced and knowledgeable Commercial Lines Account Manager to service existing clients and to provide quotes for new clients. Account Managers serve as an important business contact for the client and are responsible for client success and satisfaction.

Responsibilities

• Build strong relationships with clients to maintain existing business by consistently providing prompt, accurate, and courteous service.
• Assist Producers with quoting new accounts and generating proposals.
• Process new and renewal business, endorsement requests, certificates of insurance.
• 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 and look for opportunities to account-round.
• Keep informed about new coverages and products.
• Handle tasks in a manner which comply with the agency’s quality control standards.
• Work within the agency management system according to the agency’s workflows and processes.
• Enroll in annual continuing education to stay updated on changes within the insurance industry.
• Perform other specific duties and projects as assigned by Team Manager.
• Pursue a program of personal and professional development.

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 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 benefits
• Wellbeing benefits
• Retirement benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts