Personal Lines Account Manager

4 weeks ago


Woodstock, Georgia, United States Oakbridge Insurance Agency LLC Full time

Job Summary

The Personal Lines Account Manager at Oakbridge Insurance Agency LLC is responsible for managing existing accounts and assisting in the production of new business. This role requires providing prompt, efficient, and high-quality service in support of our customers.

Key Responsibilities

  • Develop and maintain client relationships
  • Manage new and existing accounts, including the renewal process, monitoring account activity, changes in exposure, and revisions in coverage
  • Assist in ongoing risk evaluation of client exposures
  • Manage billing functions, including invoicing, reviewing accounts receivable statements, reconciling account differences, and documenting collection issues
  • Issue binders, EOP, ID Cards, insurance summaries, and handle related administrative functions
  • Participate in client/carrier meetings

Requirements

  • Ability to research, analyze, and solve problems independently
  • Ability to work under minimal supervision
  • Strong interpersonal, written, and verbal communication skills
  • Excellent customer service, organizational, and time management skills

Preferred Qualifications

  • 2 or more years of sales experience with Personal Lines Insurance
  • Working knowledge of agency standard operating procedures and management systems
  • Property and Casualty License

About Oakbridge Insurance Agency LLC

Oakbridge Insurance Agency LLC is a new kind of insurance and risk management agency with a mission to transform and elevate the way business is done in our industry. We offer a friendly and flexible work environment and provide first-class benefits to meet the needs of you and your family.



  • Woodstock, Georgia, United States Oakbridge Insurance Agency LLC Full time

    Job SummaryWe are seeking a highly skilled and motivated Personal Lines Account Manager to join our team at Oakbridge Insurance Agency LLC. As a key member of our team, you will be responsible for managing existing accounts and assisting in the production of new business.Key ResponsibilitiesDevelop and maintain strong relationships with clients to ensure...

  • Accounting Manager

    1 month ago


    Woodstock, Georgia, United States Accountants One Full time

    Accountants One Partnership OpportunityWe are partnering with a small, professional services company in the Woodstock area to provide exceptional accounting services.This role will report directly to the owner and work closely with the Operations Manager to ensure seamless integration.The successful candidate will be responsible for managing the accounting...


  • Woodstock, Georgia, United States Accountants One Full time

    Job DescriptionAccountants One is seeking a skilled Accounts Payable Specialist to join their team in Woodstock, GA. The ideal candidate will have 3+ years of experience processing full-cycle Accounts Payable.Verify and process 50-75 invoices per week, along with purchase orders, utilizing 3-way matching.Reconcile credit cards daily, managing transactions...


  • Woodstock, Georgia, United States SearchLogic Recruiting LLC Full time

    SearchLogic Recruiting LLC is seeking an experienced Accounts Payable Coordinator to join our team. As a key member of our finance department, you will be responsible for organizing, documenting, and processing accounts payable while maintaining control over company files.Key Responsibilities:Organize and process accounts payable, ensuring accurate...


  • Woodstock, Georgia, United States The Erosion Company Full time

    We are seeking a skilled Accounts Receivable Specialist to join our team at The Erosion Company in Woodstock, GA.As a key member of our finance department, you will be responsible for ensuring the timely collection of monies due from assigned accounts.Key responsibilities include:Verifying information with AR, sales, and operations teamsEntering new jobs...


  • Woodstock, Georgia, United States Addison Group Full time

    Job DescriptionRole: Billing CoordinatorLocation: Pay Rate Range: $19 - $23 / hourInternal Job ID: Our client is seeking a skilled Billing Coordinator to join their team. This role involves working closely with various departments to ensure timely and accurate processing of daily work tickets.Key Responsibilities:Process daily work tickets in a timely and...


  • Woodstock, Georgia, United States HUB International Full time

    About HUB InternationalHUB International Limited is a leading global insurance and employee benefits broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown...


  • Woodstock, Georgia, United States Gallagher, Flynn & Company Full time

    Job DescriptionWe are seeking a highly skilled and experienced Financial Controller to join our team at Woodstock Farmers' Market. As a key member of our leadership team, you will be responsible for providing financial guidance and oversight to ensure the success of our business.Key Responsibilities:Assume a position on the leadership team, advising...

  • Service Manager

    4 weeks ago


    Woodstock, Georgia, United States Chipotle Full time

    Key Responsibilities:As a Service Leader at Chipotle, you will be responsible for ensuring that high-quality food is served to our customers. This includes monitoring food quality, resolving food quality issues, and supporting food safety practices. Additionally, you will help to resolve customer incidents and work to ensure positive customer experiences....


  • Woodstock, Georgia, United States Cheeseburger Bobby's Full time

    We are seeking a highly skilled and experienced Restaurant Operations Manager to oversee the daily operations of our restaurant. The ideal candidate will have a proven track record of managing a team, ensuring excellent customer service, and maintaining high standards of food quality and safety.The successful candidate will be responsible for supervising a...


  • Woodstock, Georgia, United States Restore Hyper Wellness - RHWM006 Full time

    Job SummaryRestore Hyper Wellness is seeking an experienced Assistant General Manager to join our team. As a key member of our management team, you will be responsible for supporting the General Manager in cultivating and maintaining the Restore culture. This includes developing a team, training and coaching them to be successful wellness professionals, and...


  • Woodstock, Georgia, United States CPL Architects Engineers Landscape Arch & Sur Full time

    Job DescriptionAs a Senior Architectural Project Manager at CPL Architects Engineers Landscape Arch & Sur, you will be responsible for developing existing client relationships and establishing new ones. You will contribute to important company initiatives and strategic planning, manage and develop a team, and lead change throughout the company.Key...


  • Woodstock, Georgia, United States Restore Hyper Wellness Full time

    Job SummaryRestore Hyper Wellness is seeking a highly skilled and motivated Assistant General Manager to join our team. As an Assistant General Manager, you will play a key role in supporting the General Manager in cultivating and maintaining the Restore culture. You will have the opportunity to assist in developing a team, training and coaching them to be...

  • Nurse Case Manager

    1 month ago


    Woodstock, Georgia, United States BrightSpring Health Services Full time

    About the RoleWe are seeking a dedicated and compassionate Registered Nurse to join our team as a Hospice Case Manager. In this role, you will provide direct care and coordinate with the interdisciplinary team to ensure that patients and their families receive optimal care and support.ResponsibilitiesConduct comprehensive assessments of patients and families...


  • Woodstock, Georgia, United States Arrow Exterminators Full time

    Job DescriptionWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Support Representative. In this role, you will be responsible for providing exceptional customer service and support to our clients, while also meeting daily call volume standards.Key Responsibilities:Comply with all state and federal regulations,...


  • Woodstock, Georgia, United States PT Solutions Physical Therapy Full time

    Transform Patient Care with PT SolutionsAt PT Solutions, we're dedicated to providing exceptional physical therapy services to our patients. As a full-time Physical Therapist, you'll play a vital role in helping individuals regain their mobility, independence, and overall well-being through personalized treatment plans and compassionate care.Why Choose PT...


  • Woodstock, Georgia, United States Gettel Automotive Group Full time

    Job SummaryAs a Sales Associate at Gettel Automotive Group, you will be responsible for providing exceptional customer service and selling vehicles to meet and exceed sales targets. This role requires a positive attitude, strong communication skills, and the ability to work in a fast-paced environment.Key ResponsibilitiesAdhere to the Gettel University's...


  • Woodstock, Georgia, United States PT Solutions Physical Therapy Full time

    Transform Lives with Compassionate CareAt PT Solutions Physical Therapy, we're seeking a dedicated and skilled Outpatient Physical Therapist to join our team in Woodstock, GA. As a key member of our team, you'll have the opportunity to make a meaningful impact on the lives of our patients.About the RoleEvaluate and treat patients with orthopedic and...

  • Physical Therapist

    3 weeks ago


    Woodstock, Georgia, United States PT Solutions Physical Therapy Full time

    Job SummaryPT Solutions Physical Therapy is seeking a dedicated and skilled Physical Therapist to join our team in Acworth, GA. As a Physical Therapist at PT Solutions, you will have the opportunity to work with a diverse patient population and develop personalized treatment plans to achieve patient goals.ResponsibilitiesEvaluate and treat patients with...

  • LPN MDS Coordinator

    1 month ago


    Woodstock, Georgia, United States Consulate Health Care Full time

    Job SummaryWe are seeking a skilled LPN MDS Coordinator to oversee the coordination and completion of the Resident Assessment Instrument (MDS, CAA's and Care Plan) in accordance with current Federal and State Regulations.The ideal candidate will have experience in Skilled Nursing/Rehabilitation facilities and possess a current, unencumbered, active state...