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Personal Lines Account Manager P&C

3 months ago

Other US Location OneDigital Health Full time

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.

We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity:

The Personal Lines Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team, Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients' main point of contact for any benefit- related service needs.

Essential Duties and Responsibilities (include but are not limited to):

  • 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

Qualifications, Skills and 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.

Education, Training and Experience:

  • 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 as applicable.

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:

Thank you for your interest in joining the OneDigital team