OneDigital · 1 day ago
Personal Lines Client Experience Manager - Hybrid (West Chester, OH)
West Chester, OH
Full-time
Hybrid
Mid Level
3+ years expOneDigital is a company dedicated to providing peace of mind to business owners by managing risks. They are seeking a Client Experience Manager to ensure superior service to clients through daily interactions and to bridge communication between clients and the insurance company, aligning with OneDigital's vision and values.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
Responsibilities
Builds personalized client relationships and responds to client service requests
Consults with clients to answer questions about insurance products services
Processes transactions (ex. policy changes, claims, and cancellations) and documents work in detail (with accuracy, efficiently, and a high degree of professionalism) both in client communications and in the agency management system (Applied Epic)
Collaborate with internal team to maintain a flow of good communication
Strive for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participate in ongoing training and professional development to enhance skills and knowledge; provide feedback to the agency on client needs and potential areas for service improvement
Effective and professional communication in both written and verbal methods
Be a positive contributor in a team environment
Utilize strong time management and organizational skills
Energetic self-starter that is flexible, consultative and goal oriented
Qualification
Required
Prefer four-year college degree or 3+ years' experience in insurance or similar industry
Prefer basis knowledge of Applied Epic (agency management system)
Prefer P&C insurance license or must be obtained within the first 30 days of employment and maintained throughout the course of employment
Demonstrated and proven ability in account management and client service
Demonstrates client service excellence, business acumen, and understand value-based selling
Ability to manage multiple tasks simultaneously and work effectively under tight deadlines
Written communication skills – must be concise, organized, and clear
Analytical and computing skills – must be accurate and astute
Verbal Communication skills – convey ideas persuasively; either speaking spontaneously or in a prepared presentation
Readily adjusts to rapid changes in technology, products, and the marketplace
Benefits
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
Company
OneDigital
OneDigital is focused exclusively on employee benefits.
1001-5000 employees
H1B Sponsorship
OneDigital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (3)
2023 (4)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CPP Investments
2025-09-19Secondary Market
2025-09-19Acquired
Leadership Team
Mike Sullivan
Co-Founder & Chief Growth Officer
T
Travis Dommert
SVP, Talent
Recent News
Company data provided by crunchbase