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 throughout the year:   

• Client Retention (Renewal/Stewardship) 

• Risk Management Services  

• Client Service (Strategic or Elevated) 

• Foster Carrier Relationships 

• New Business (Onboarding and support when needed)  

Qualifications & Work Experience: 

• 3-5 years’ experience in Commercial Insurance  

• 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.  

Work Skills: 

• Demonstrates client service excellence, business acumen, consultative selling skills, and value-based selling. 

• 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. 

• Aptitude for necessary computer programs.  Applied Epic and Microsoft Excel proficiency preferred.   

Physical Requirements: 

• The CRM can work primarily in an office environment, or a hybrid of in-office and remote days.  Travel is required for in-person meetings when needed. This role is either seated or standing position for most of their workday at a desk or table.  This is a sedentary role. 

• Needs to occasionally move about inside the office to access resources. 

• Constantly using hands and fingers to operate a computer and other office equipment (copy machine, label machine, etc.). 

• Work takes place in a well-lighted, heated, and/or air-conditioned indoor office setting with adequate ventilation. 

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!