Commercial Lines Account Manager - Hybrid (Rochelle, IL or Sycamore, IL)
About The Position
OneDigital is seeking a Commercial Lines 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 documentation throughout the coverage term. The position is hybrid and based in Rochelle, Illinois, or Sycamore, Illinois. The Account Manager processes policy changes, endorsements, invoices, premium audits, binders, certificates, and other client and carrier paperwork. They also support renewals by obtaining loss runs, preparing loss summaries, completing preliminary policy checks, and following up on outstanding activities. Other work includes obtaining premium finance quotes, flood zone determinations, and NFIP quotes where applicable, as well as completing surplus lines filings. The role requires 2–3 years of insurance experience, basic Property and Casualty coverage knowledge, proficiency with Microsoft Office, and the ability to use or learn agency management systems such as Applied/Epic. The position may require lifting up to 25 pounds and travel up to 10% of the time. The typical nationwide base pay range is $50,000 to $65,000 per year, with compensation dependent on skills, education, qualifications, professional experience, and location.
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-player approach.
- May require the ability to lift up to 25 pounds.
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.
- Process received endorsements, check them for accuracy, invoice them, and send them to clients with clear explanations of changes.
- Check and invoice premium audits and send them to clients with clear explanations of additional or return premiums.
- 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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
