OneDigital

Personal Lines Account Manager

OneDigital

full-time

Posted on:

Location Type: Hybrid

Location: Englewood • Colorado • United States

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Salary

💰 $63,000 - $70,000 per year

About the role

  • responsible for day-to-day management of their assigned book of business
  • works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations
  • serves as the clients’ main point of contact for any benefit-related service needs
  • 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
  • follow up on open activities
  • obtain flood zone determinations and NFIP quotes where applicable
  • all other duties and projects as assigned

Requirements

  • Brokers License Preferred
  • 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.
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 & Tools
insurance experienceProperty and Casualty insurance coverageissuing insurance bindersprocessing invoicesprocessing change requestsgenerating ID cardscompleting surplus lines filingspreliminary policy checkingflood zone determinationsattention to accuracy and detail
Soft Skills
relationship buildingclient managementorganizational skillsability to manage multiple taskscollaborationcommunicationproblem-solvingattention to detailfollow-upservice orientation
Certifications
Brokers License