Personal Lines Client Experience Manager
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: West Chester • Ohio • United States
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About the role
- Provide a superior level of service to clients through daily interaction by responding to needs and inquiries
- Bridge the gap between the client, OneDigital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective
- Build personalized client relationships and respond to client service requests
- Consult with clients to answer questions about insurance products services
- Process transactions (ex. policy changes, claims, and cancellations) and document work in detail
- 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
Requirements
- Prefer four-year college degree or 3+ years’ experience in insurance or similar industry
- Prefer basic 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
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 company policy
- employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementclient servicepolicy changesclaims processingcancellations processing
Soft skills
communicationrelationship buildingconsultationcollaborationcontinuous improvement
Certifications
P&C insurance license