Account Manager, Property & Casualty - Hybrid (Sycamore or Rochelle, IL)

OneDigital; Sycamore (IL); Hybrid; USD 50,000 - 70,000; Full time

Job summary

A leading firm in workplace consulting seeks an Account Manager to manage day-to-day operations for clients in Sycamore/Rochelle, IL. The role involves collaborating with internal teams to meet client expectations and addressing benefit-related service needs. Ideal candidates will have strong client management skills, a P&C License, and 2-3 years of relevant insurance experience. This position offers a competitive salary, benefits, and opportunities for growth within a supportive and inclusive environment.

Benefits

Health and wellness benefits

Retirement and financial benefits

Paid time off

Learning and development programs

Qualifications

• Proficiency in Applied / Epic or ability to learn these programs.
• Basic knowledge of Property and Casualty insurance coverage.
• Ability to manage client needs and multiple tasks.

Responsibilities

• Assist Account Executive in marketing and servicing clients.
• Build relationships with clients and answer basic insurance questions.
• Process invoices for new and renewal policies.

Skills

Client management

Attention to detail

Multitasking

Education

P&C License in the State of Illinois

2-3 years of insurance experience

Tools

Applied / Epic

Adobe Acrobat

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Account Manager, Property & Casualty - Hybrid (Sycamore or Rochelle, IL)

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.

Summary:

The 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, Client Executives to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any benefit- related service needs.

Essential Duties and Responsibilities (include but are not limited to):

· 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 preliminary policy checking for all accounts and submit change requests to the underwriter

· Follow up on open activities

· Obtain flood zone determinations and NFIP quotes where applicable

· All other duties and projects as assigned

Qualifications, Skills and Requirements:

· 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.

· Attention to accuracy and detail.

· May require lifting up to 25 pounds.

Education, Training and Experience:

· P&C License in the State of Illinois

· 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.

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

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:

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. 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.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

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.

Thank you for your interest in joining the OneDigital team!

About the company

Strategic workplace consultants that provide a host of employee health & benefits, workforce & HR, and retirement & wealth solutions for businesses of all sizes.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.