Commercial Lines Account Assistant
About The Position
OneDigital is seeking a motivated team-player to join our Commercial Lines department as an Assistant Account Manager. This individual will work with Account Managers and Client Executives to service both new and existing accounts. OneDigital stands alongside 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.
Requirements
- Experience with Microsoft office products including Outlook, Word and Excel
- 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.
- Strong respect for confidentiality and attention to detail.
- Strong Time Management skills
- Excellent written and oral communication skills.
Nice To Haves
- Basic knowledge of Property and Casualty insurance coverage is preferred.
- Knowledge of Adobe Acrobat is a plus.
Responsibilities
- Complete New and Renewal policy checking for all accounts assigned, communicating any errors or premium increases to the Account Manager
- Process received endorsements, check for accuracy, 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
- Assist with issuing Proofs of insurance (Binders, Evidence of insurance, Certificates, Auto ID cards)
- Assist with claims processing and marketing as needed
- Promptly responding to the Account Manager, clients, and carriers in a professional, courteous manner
- Update the Epic agency management system to reflect accurate policy information at all times
- All other duties and projects as assigned by Account Manager
- Complete all tasks efficiently, in a timely fashion
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
