Commercial Lines Client Relations Manager - Hybrid (West Chester, OH.)

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: 

Position Summary/Objective:   The primary responsibility of this position is to establish, maintain, and enhance the relationship between RiskSOURCE/OneDigital and its commercial clients, serving as liaison between many different members of the client team and the RiskSOURCE/OneDigital team to organize and execute plans that are mutually beneficial.   

The CRM partners with the Client Experience Manager (CEM) and Risk Advisor (RA) to make certain all service milestones and expectations are being met.  Client retention and satisfaction are achieved by leading the onboarding, stewardship, and renewal processes. CRM’s 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.   

CRM’s 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. 
 

Expectations: 

• 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.  

• Develops, tracks, and reports key performance measurements for the client and documents them in the Risk Management Service Plan. 

• Oversees cross functional work areas targeted to resolve issues raised by clients. 

• Utilize strong time management and organizational skills. 

• Energetic self-starter that is flexible, consultative and results oriented. 

Key Performance Indicators (KPI’s): 

Success in this role will be measured through KPI’s and outlined and reviewed periodically t