Personal Lines Account Manager, P&C
OneDigital
full-time
Posted on:
Location Type: Remote
Location: Remote • Illinois • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts
- 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
- Receive claim information regarding a loss and report the information to the insurance company the day it was received
- 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
- Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
- Generate ID cards and certificates of insurance
- Complete preliminary policy checking for all accounts and submit change requests to the underwriter
- Follow up on open activities
- Obtain flood zone determinations and NFIP quotes where applicable
- All other duties and projects as assigned
Requirements
- 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
- College Graduate (a plus, but not required)
- Brokers Illinois Property and Casualty License
- 2-3 years of insurance experience
- Experience with EPIC highly preferred
- 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
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
data inputissuing insurance bindersprocessing invoicesprocessing change requestspreliminary policy checkingflood zone determinationsNFIP quotesMicrosoft OutlookMicrosoft WordMicrosoft Excel
Soft skills
client relationship buildingcommunicationorganizationattention to detailmultitasking
Certifications
Illinois Property and Casualty License