Account Manager, Property & Casualty - Hybrid (Clayton, MO)

OneDigital•Clayton, MO

9d•Hybrid

About The Position

Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives. If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you. Our Newest Opportunity: Essential Duties and 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. 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

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.
Ability to manage client needs and multiple tasks.
Good organization skills.
Attention to accuracy and detail.
Excellent interpersonal skills and a pleasant disposition required at all times.
Ability to work well with others in a fast-paced environment.
Team player.

Nice To Haves

Knowledge of Adobe Acrobat is a plus.

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.
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