Personal Lines Client Manager - Beavercreek, OH

Personal Lines Client Experience Manager - Hybrid (Beavercreek, OH)

Most of our clients have built their companies from the ground up. One Digital 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, One Digital is the right career for you.

The primary responsibility of the Client Experience Manager (CEM) position is to provide a superior level of service to clients through daily interaction by responding to needs and inquiries. The CEM helps to bridge the gap between the client, One Digital, and the insurance company to ensure each touchpoint across the client journey is engaging, efficient, and effective. All CEM responsibilities align with One Digital’s vision, mission, and values.

• Builds personalized client relationships and responds to client service requests.
• Consults with clients to answer questions about insurance products services.
• Processes transactions (e.g., policy changes, claims, and cancellations) and documents work in detail with accuracy, efficiency, and a high degree of professionalism in both client communications and the agency management system (Applied Epic).
• Collaborates with internal team to maintain a flow of good communication.
• Strives for continuous improvement by staying informed about industry trends, regulatory changes, and new insurance products; participates in ongoing training and professional development to enhance skills and knowledge; provides feedback to the agency on client needs and potential areas for service improvement.
• Communicates effectively and professionally in both written and verbal methods.
• Contributes positively in a team environment.
• Uses strong time‑management and organizational skills.
• Is an energetic self‑starter who is flexible, consultative, and goal‑oriented.

• Prefer 4‑year college degree or 2+ years’ experience in insurance or a similar industry.
• 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 an understanding of value‑based selling.
• Ability to manage multiple tasks simultaneously and work effectively under tight deadlines.
• Written communication skills – concise, organized, and clear.
• Analytical and computing skills – accurate and astute.
• Verbal communication skills – conveys ideas persuasively, whether speaking spontaneously or in a prepared presentation.
• Readily adjusts to rapid changes in technology, products, and the marketplace.

• The CEM can work primarily in an office environment (in‑office or remote) and may need to travel for in‑person meetings when required. This role is either seated or standing for most of the workday at a desk or table; it is primarily sedentary.
• Constantly operates a computer and other office equipment (copy machine, label machine, etc.).

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:

One Digital is an equal opportunity employer. We…