Relationship Manager supporting Bank of America’s Asset - Based Lending solutions. Collaborating with BDOs to develop client - specific financing solutions and strengthen long - term relationships.
About the role
- Account Manager role at OneDigital managing insurance clients' day-to-day service needs. Collaborating with service teams to ensure client satisfaction in Englewood, CO.
Responsibilities
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
BA
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