OneDigital · 1 day ago
Commercial Lines Account Manager
Beverly, MA
Full-time
Onsite
Entry, Mid Level
$70K/yr - $80K/yr
2+ years expOneDigital is a company that partners with business owners to manage risks and provide peace of mind. The Commercial Lines Account Manager is responsible for client success and satisfaction by building strong relationships, processing business, and ensuring accurate communication with clients and insurance companies.
Human ResourcesInsuranceLife InsuranceSmall and Medium Businesses
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
Continue to look for opportunities to make new sales and cross sell when in contact with clients
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
Qualification
Required
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 and attention to detail
Strong Time Management skills
Excellent written and oral communication skills
Ability to understand and analyze insurance coverages, forms and policies
Experience with Applied Epic agency management system
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
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