Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Commercial Lines Account Manager is responsible for day-to-day management of their assigned book of business. The AM works closely and collaboratively with the internal service team and Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any product-related service needs.
Essential Duties and Responsibilities (include but are not limited to):
- Assist in marketing and servicing clients within the account team including preparing renewal submission alongside the production team as needed
- Build relationships with clients and have the ability to answer insurance questions based on their skill level
- Maintain appropriate business contact with client
- Assist with issuing insurance binders
- Process invoices for both new and renewal policies
- Process change requests from client, setting an activity for receipt of the endorsement from the insurance carrier
- Process received endorsements, check for accuracy, invoice 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
- Update the agency management systems and to reflect changes during the coverage term
- Assist marketing team in ordering loss runs for renewal submissions and prepare loss summaries if needed
- 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
- Maintain overall responsibility of any of the above duties delegated and performed by Account Assistant or Patra
- Mentor and train Account Assistant as assigned
- All other duties and projects as assigned
Qualifications, Skills and Requirements:
- Knowledge of Property and Casualty insurance coverage consistent with experience and role.
- 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 this program.
- Knowledge of Adobe Acrobat is a plus.
- Ability to manage client needs and multiple tasks.
- Good organization skills.
- Attention to accuracy and detail.
- Excellent interpersonal skills and a pleasant disposition required at all times.
- Ability to work well with others in a fast-paced environment.
- Team player.
Education, Training and Experience:
- High School or Associate Degree
- California Property & Casualty License
The typical base pay range for this role nationwide is $60,000 to $66,500 per year.
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!
