Account Manager, Property & Casualty
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: Clayton • Montana • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Assist Account Executive in marketing and servicing clients within the account team
- Build relationships with clients and 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
- Process received endorsements, check for accuracy, invoice and send to client
- Check and invoice premium audits
- Update the Applied/Epic system and the shared drive
- 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
- 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
- College Graduate
- Brokers License
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
insurance processingpolicy checkingpremium auditssurplus lines filingsinvoice processingclient relationship managementloss run preparationflood zone determinationspremium finance quotesattention to detail
Soft skills
organizationclient managementmultitaskingcommunication
Certifications
Brokers LicenseCollege Graduate