Personal Lines Account Manager

Essential Duties And Responsibilities

• Aid Account Executives in marketing and servicing clients within the account team.
• Build relationships with clients and answer basic insurance questions.
• Maintain appropriate business contacts with clients.
• Issue insurance binders and process invoices for new and renewal policies.
• Handle change requests from clients, receive endorsements from insurance carriers, and ensure accuracy before invoicing and sending to clients.
• Review and invoice premium audits, explaining any additional or returned premiums clearly.
• Update the Applied/Epic system and shared drive to reflect changes during the coverage term.
• Create loss runs for renewal submissions and prepare loss summaries.
• Generate ID cards and certificates of insurance.
• Complete surplus lines filings.
• Perform preliminary policy checks and submit change requests to the underwriter.
• Follow up on open activities.
• Obtain premium finance quotes and flood zone determinations and NFIP quotes.
• Manage other duties and projects as assigned.

Work Experience

Requires 2-3 years of insurance experience.

Technical Skills

• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to navigate vendor or agency management systems.
• Knowledge of Adobe Acrobat.
• Good organizational skills.
• Attention to accuracy and detail.

Physical Demands

May require lifting up to 25 pounds. Travel is required up to 10% of the time.

Additional Requirements

• Excellent interpersonal skills and a pleasant disposition required at all times.
• Ability to work well with others in a fast-paced environment.
• Team player.

Pay

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. Some roles are eligible for variable compensation, commission, and/or annual bonus based on individual performance and/or the company's performance.

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.
• Employee perks and discounts.

About the Role

This role involves assisting Account Executives in various insurance-related tasks, building client relationships, and managing insurance policies and processes.

Qualifications

Requires 2-3 years of insurance experience, proficiency in relevant software, and good organizational and attention-to-detail skills.

Skills

• Basic knowledge of Property and Casualty insurance coverage.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Ability to navigate vendor or agency management systems.
• Knowledge of Adobe Acrobat.
• Good organizational skills.
• Attention to accuracy and detail.

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.
• Employee perks and discounts.

Schedule

Travel is required up to 10% of the time.

OneDigital is an Equal Opportunity Employer

We believe in hiring the most qualified applicant for the position, regardless of background. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.