Account Manager - Hybrid (Chicago, IL)

OneDigital • Chicago, IL

1d • $80,000 - $85,000 • Hybrid

About The Position

OneDigital is seeking an Account Manager to assist the Account Executive in marketing and servicing clients as part of an account team. The role involves building and maintaining client relationships, responding to basic insurance questions, and handling policy servicing and administrative work throughout the coverage term. The Account Manager updates agency systems and shared files, supports renewals, and coordinates insurance documents and requests with clients and carriers. The position is hybrid in Chicago, Illinois, and requires travel up to 10% of the time.

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 ability to learn these programs.
• Ability to manage client needs and multiple tasks.
• Good organizational skills.
• Attention to accuracy and detail.
• Excellent interpersonal skills and a pleasant disposition.
• Ability to work well with others in a fast-paced environment.
• Team-oriented approach.

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 set activities to 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 additional or return premium.
• Update the Applied/Epic system and 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.
• Perform other duties and projects as assigned.

Benefits

• Health, wellbeing, retirement, and other financial benefits for eligible employees.
• Paid time off.
• Overtime pay for non-exempt employees.
• Learning and development programs.
• Reimbursement of job-related expenses under company policy.
• Employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed