Account Manager - Property and Casualty

OneDigital • Taylor, MI

3d

About The Position

The Account Manager supports the Account Executive in marketing and servicing Property and Casualty clients. The role builds and maintains client relationships, answers basic insurance questions, processes policy and coverage changes, and performs administrative and renewal-related work to support the account team. It requires managing client needs and multiple tasks accurately in a fast-paced, collaborative environment. Travel may be required up to 10% of the time, and lifting up to 25 pounds may be required.

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 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.

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, answer basic insurance questions, and maintain appropriate business contact.
• Assist with issuing insurance binders and renew binder extensions.
• Process invoices for new and renewal policies.
• Process client change requests, track receipt of carrier endorsements, check received endorsements for accuracy, invoice them, and send them to clients with a clear explanation of the change.
• Check and invoice premium audits and explain additional or return premiums to clients.
• Update the Applied/Epic system and shared drive to reflect coverage-term changes.
• Order loss runs for renewal submissions and prepare loss summaries.
• Generate ID cards and certificates of insurance.
• Complete surplus lines filings and preliminary policy checks for all accounts; submit change requests to underwriters.
• Follow up on open activities.
• Obtain premium finance quotes, 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 may be available.
• Some roles may be eligible for variable compensation, commission, and/or an annual bonus based on individual and/or company performance.

What This Job Offers

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