Account Manager - Property and Casualty

OneDigital • Taylor, MI

5d • $55,000 - $60,000

About The Position

The Account Manager supports the Account Executive in marketing and servicing property and casualty insurance clients. The role builds and maintains client relationships, responds to basic insurance questions, and handles policy service and administrative tasks throughout the coverage term. Responsibilities include processing policy changes, endorsements, invoices, audits, binders, certificates, and renewals; maintaining client records in Applied/Epic and shared drives; and supporting renewal submissions and premium-related requests. The position also follows up on open activities and completes additional duties and projects as assigned.

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.
• Ability to work as 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 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 an activity to track receipt of the endorsement from the insurance carrier.
• Process received endorsements, check them 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.
• Complete 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 according to company policy.
• Employee perks and discounts.
• 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