Commercial Lines Account Manager

OneDigital

Manage client insurance accounts and assist Account Executive in servicing clients. Focused on building client relationships and effective insurance coverage processes.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Property and Casualty insurance, client relationship management, and proficiency in Applied/Epic systems. Capable of processing insurance documents accurately while managing multiple tasks and maintaining attention to detail.

Highest-signal resume keywords

Property And Casualty Insurance KnowledgeApplied/Epic ProficiencyClient Relationship ManagementInvoice ProcessingAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Document ProcessingPolicy CheckingChange Request ManagementPremium Audit CheckingSurplus Lines Filings

Soft Skills

Organization SkillsClient Needs Management

Tools & Technologies

Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAdobe Acrobat

Industry Keywords

Insurance ExperienceLoss RunsFlood Zone DeterminationsNFIP QuotesInsurance Binders

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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