Account Manager for thriving businesses at OneDigital, assisting with Property & Casualty insurance management. Building client relationships, processing policies, and handling various insurance tasks.
Responsibilities
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
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
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 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.
Benefits
health, wellbeing, retirement, and other financial benefits
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