Account Manager - Hybrid (Tallahassee, FL)
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 Account Manager is responsible for day to day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Consultants and/or Producers to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any Property & Casualty related service needs.
Requirements
- Must be self-motivated and disciplined
- Possess excellent written and verbal communication skills
- Possess strong organizational skills
- Must be very detail-oriented
- Demonstrate leadership capabilities
- Ability to work with clients at a strategic level
- Ability to thrive in fast-paced environment
- 3+ years’ experience in account management or in a consultative role, required
- Prior experience in broker agency or benefit administration firm, required
- Current P&C license, required. Non-resident in other states may apply
- Thorough knowledge of Property & Casualty products; required
- Working knowledge of all Microsoft Office products; required
Nice To Haves
- Familiarity and practical knowledge of quoting process and tools; preferred
- Bachelor’s Degree, preferred
- Experience with database applications, a plus.
Responsibilities
- Manages and maintains assigned book of business
- Serves in an advisory capacity for clients
- Delegates work assignments to internal service team members
- Works closely with Consultants and Producers to manage the entire renewal process
- Manages day to day client issues
- Conducts needs analysis and strategy calls
- Conducts regular open item/misc. calls with clients
- Assists in growing the book of business through cross-sale opportunities when available
- Builds relationships with clients and markets through proactive communications
- Communicates and educates clients on latest trends, concerns and changes in the industry
- Effectively and efficiently manages complex accounts and high-level service deliverables
- Provides leadership within the extended service team
- Check policies against quotes for accuracy, and request changes where needed.
- Utilize the Applied Epic system and the shared drive to maintain client information.
- Prepare insurance proposals, outlining significant terms and conditions.
Benefits
- eligible employees health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
