Commercial Client Relations Manager - Property and Casualty - Hybrid (Cincinnati, OH)

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.Our Newest Opportunity: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.Responsibilities:• 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)Key Competencies and 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.Education and 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.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/careersThank you for your interest in joining the OneDigital team!