Commercial Lines Account Manager

🔥 11 minutes ago

🇺🇸 United States – Remote

💵 $80k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Assist Account Executive in marketing and servicing clients within the account team • Build relationships with clients and have the ability to answer basic insurance questions • Maintain appropriate business contact with client • Assist with issuing insurance binders • Process invoices for both new and renewal policies • Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier • Process received endorsements, check for accuracy, invoice and send to client with clear explanation of change • Check and invoice premium audits. Send to client with clear explanation of additional or return premium • Update the Applied/Epic system and the shared drive to reflect changes during the coverage term • Order loss runs for renewal submissions and prepare loss summaries • Generate ID cards and certificates of insurance • Complete surplus lines filings • Complete preliminary policy checking for all accounts and submit change requests to the underwriter • Renew binder extensions • Follow up on open activities • Obtain premium finance quotes • Obtain flood zone determinations and NFIP quotes where applicable • All other duties and projects as assigned

🎯 Requirements

• 2-3 years of insurance experience • Basic knowledge of Property and Casualty insurance coverage • Proficiency in Microsoft Outlook Word, Excel and PowerPoint • Ability to navigate vendor or agency management systems • Proficiency in Applied / Epic or ability to learn these programs • Knowledge of Adobe Acrobat is a plus • Ability to manage client needs and multiple tasks • Good organization 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 per the company policy • employee perks and discounts