Account Manager - Hybrid (Chicago, IL)

OneDigital•Chicago, IL

8d•Hybrid

About The Position

OneDigital is seeking an Account Manager to support the Account Executive in marketing and servicing clients. The role builds client relationships, responds to basic insurance questions, and provides day-to-day account support, including processing policy changes, endorsements, invoices, renewals, and related documentation. The Account Manager maintains accurate records in Applied/Epic and shared drives, supports renewal submissions, and handles additional account tasks as assigned. The position is hybrid in Chicago, Illinois, and requires up to 10% travel. The nationwide typical base pay range is $80,000 to $85,000 per year. Eligible employees may also receive variable compensation, commission, and/or an annual bonus, as well as health, wellbeing, retirement, financial benefits, paid time off, overtime pay for non-exempt employees, learning and development programs, reimbursement of job-related expenses, and employee perks and discounts.

Requirements

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 the ability to learn these programs.
Ability to manage client needs and multiple tasks.
Good organization skills and attention to accuracy and detail.
Excellent interpersonal skills and a pleasant disposition.
Ability to work well with others in a fast-paced environment and be a team player.
May require lifting up to 25 pounds.
Travel up to 10% of the time.

Nice To Haves

Knowledge of Adobe Acrobat.

Responsibilities

Assist the Account Executive in marketing and servicing clients within the account team.
Build relationships with clients and answer basic insurance questions.
Maintain appropriate business contact with clients.
Assist with issuing insurance binders.
Process invoices for new and renewal policies.
Process client change requests and track receipt of endorsements from insurance carriers.
Review received endorsements for accuracy, invoice them, and send them to clients with a clear explanation of the change.
Check and invoice premium audits, and send them to clients with a clear explanation of any additional or return premium.
Update Applied/Epic and shared drives 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.
Perform other duties and projects as assigned.

Benefits

Health benefits
Wellbeing benefits
Retirement benefits
Other financial benefits
Paid time off
Overtime pay for non-exempt employees
Learning and development programs
Reimbursement of job-related expenses per company policy
Employee perks and discounts
Variable compensation, commission, and/or annual bonus may be available for eligible roles