Personal Lines Account Manager
About The Position
Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these 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. Our Newest Opportunity: Summary: Princeton Insurance Agency, now part of the OneDigital family, is seeking a Personal Lines Account Manager at our Foley branch. The Personal Lines Account Manager is responsible for the day-to-day management of their assigned book of Property/Casualty business. The AM works closely and collaboratively with the team to ensure execution of servicing meets or exceeds client expectations.
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.
- Ability to manage client needs and multi-task.
- Display excellent organizational skills.
- Attention to accuracy and detail.
Nice To Haves
- Experience with Applied/Epic is a plus.
Responsibilities
- Quote new business as directed by producers, and collect the necessary client data.
- Build relationships with clients and have the ability to answer basic insurance questions.
- Maintain ongoing business contact with clients.
- Issue Evidence of Insurance when needed.
- Process billing for both new and renewal policies.
- Process change requests from clients, setting an activity for receipt of the endorsement from the insurance carrier.
- Process endorsements, checking for accuracy.
- Update the Applied/Epic system and the shared drive to reflect changes during the coverage term.
- Generate ID cards and certificates of insurance as necessary.
- Complete preliminary policy review once issued.
- Follow up on open activities.
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
Mid Level
Education Level
No Education Listed
