Commercial Lines Account Assistant - Hybrid (Rutland, VT)

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.

Our Newest Opportunity: 

Commercial Lines Account Manager 

Summary: 

OneDigital is seeking an experienced and knowledgeable Account Manger to service existing clients and help develop new client relationships. Account Managers serve as an important business contact for the client and are responsible for client success and satisfaction.  

Primary Duties and Responsibilities 

• 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, certificates 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 

Other Responsibilities: 

• 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.  

Qualifications and Skills: 

• 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