Personal Lines Account Manager - Remote at OneDigital

Ideal for a professional with two to three years of experience in the insurance industry who is comfortable managing client policy documentation and servicing.

Work type: remote

Location: Remote

Salary: $50,000 – $53,000/yr

Type: Full-time

Summary

Ideal for a professional with two to three years of experience in the insurance industry who is comfortable managing client policy documentation and servicing. You should have a foundational understanding of Property and Casualty coverage and be comfortable navigating agency management systems. **What makes it worth a look...** OneDigital offers a fully remote role paying between $50,000 and $53,000 per year. You will have access to standard corporate benefits including health plans and retirement programs, plus the potential for variable compensation and annual bonuses based on performance. **You might be a good fit if you...** * Have at least two years of hands-on experience in the insurance sector. * Are proficient in Applied or Epic systems. * Can manage complex documentation like insurance binders and premium audits. * Possess advanced skills in Microsoft Excel and Outlook.

Job Description

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

Our Newest Opportunity:Essential Duties and Responsibilities

• 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

• 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 as applicable.


• 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.

• May require lifting up to 25 pounds.

• Up to 10% of the time

• Excellent interpersonal skills and a pleasant disposition required at all times.


• Ability to work well with others in a fast-paced environment.


• Team player.

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/careers

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