Senior Account Manager, Property & Casualty

Digital Insurance - Nampa, ID

Full-time - Mid Level

Nampa, ID

Insurance Carriers and Related Activities

About the position

At OneDigital, we are on a mission to help people do their best work and live their best lives. We are looking for a Senior Account Manager in Property & Casualty to join our team in Nampa, ID. This role is pivotal in managing a diverse portfolio of commercial clients, ensuring their satisfaction and retention while building strong relationships with both clients and insurance carriers. The ideal candidate will be responsible for addressing client inquiries, maintaining excellent communication, and creating professional insurance proposals. This position requires a proactive approach to identifying cross-sell opportunities and suggesting new lines of coverage tailored to clients' specific needs. Additionally, the Senior Account Manager will monitor the renewal process for assigned clients and market client accounts effectively, preparing necessary data for client presentations. The role also involves utilizing a client management system to log meetings and manage follow-ups efficiently. Staying updated on industry trends, market developments, and legislative changes is crucial to provide accurate information to clients. The Senior Account Manager will coordinate relationship management meetings and ensure that all required forms are prepared and delivered to clients during the implementation process. This position is not just about managing accounts; it’s about being a trusted advisor to our clients and helping them navigate their insurance needs effectively.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: Applied EPIC.
• 3+ years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• Middle to large account experience is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Nice-to-haves

• Bilingual fluency in English and Spanish is a plus, but is not required.

Benefits

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