Account Manager - Hybrid (Chicago, IL)

Digital Insurance LLC; Chicago (IL); On-site; USD 80,000 - 85,000; Full time

Benefits offered by this job

Health, wellbeing, retirement & other

Paid time off

Overtime pay for non-exempt

Learning & development programs

Expense reimbursement

Employee perks & discounts

Job summary

OneDigital is seeking a detail-oriented insurance professional to support Account Executives in servicing client accounts and processing policy changes. You will handle invoices, endorsements, and renewals while coordinating with underwriters and carriers.

Strong client communication and organization are essential. Requirements include 2–3 years in insurance, proficiency with MS Office, and the ability to learn Applied/Epic or similar systems.

Qualifications

• 2-3 years of insurance experience
• Proficient with Microsoft Outlook, Word, Excel and PowerPoint
• Ability to learn Applied/Epic and related systems

Responsibilities

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and answer basic insurance questions
• Process invoices for new and renewal policies
• Issue endorsements and renewals, update systems
• Obtain flood zone determinations and NFIP quotes where applicable
• Order loss runs for renewal submissions and prepare loss summaries
• All other duties as assigned

Skills

Property & Casualty basics

MS Outlook/Word/Excel/PowerPoint

Vendor/agency management systems

Applied/Epic proficiency

Adobe Acrobat

Client needs & multitasking

Organization & detail orientation

Attention to accuracy

Tools

Applied/Epic

Job description

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.

Essential Duties and Responsibilities

• Assist Account Executive in marketing and servicing clients within the account team
• Build relationships with clients and have the ability to answer basic insurance questions
• 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 Applied/Epic system and the 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
• All other duties and projects as assigned

Work Experience

2-3 years of insurance experience

Technical Skills

• 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
• Knowledge of Adobe Acrobat is a plus
• Ability to manage client needs and multiple tasks
• Good organization skills
• Attention to accuracy and detail

Physical Demands

May require lifting up to 25 pounds

Travel Required

Up to 10% of the time

Additional Requirements

Excellent interpersonal skills and a pleasant disposition required at all times. Ability to work well with others in a fast-paced environment. Team player.

Salary

The typical base pay range for this role nationwide is $80,000 to $85,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location.

Benefits and Perks

• 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

Diversity and Inclusion

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences.

We believe that the power of ONE starts with you.

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us.

Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics").

A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment.

For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francsico City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment.

Hiring Policies

OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

AI Use

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Company Overview

OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is "a career of consequence." We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability.

Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it's why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

Learn more: Diversity, Equity, Inclusion, and Belonging at OneDigital Careers at OneDigital Culture at OneDigital Follow us on LinkedIn