Commercial Lines Account Manager - Vermont

OneDigital•Rutland, VT

40d•$80,000 - $85,000

About The Position

OneDigital is seeking a Commercial Lines Account Manager to assist an Account Executive with marketing and servicing clients as part of an account team. The role involves building and maintaining client relationships, answering basic insurance questions, and managing policy servicing and documentation throughout the coverage term. The Account Manager also supports renewals, premium audits, insurance filings, and client requests while maintaining accurate records in agency systems. The position requires 2–3 years of insurance experience, basic knowledge of Property and Casualty insurance coverage, proficiency with Microsoft Office applications, and the ability to manage client needs and multiple tasks with accuracy and attention to detail. Travel may be required up to 10% of the time, and lifting up to 25 pounds may be required. The nationwide typical base pay range is $80,000 to $85,000 per year. Eligible employees may also receive health, wellbeing, retirement, financial, paid time off, overtime, learning and development, expense reimbursement, and employee perk benefits.

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 activities to track receipt of carrier endorsements.
Process received endorsements, verify 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 premiums.
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.
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.