Hybrid Insurance Account Manager — Chicago

OneDigital; Chicago (IL); Hybride; USD 80 000 - 85 000; Plein temps

Résumé du poste

OneDigital is seeking an Account Manager for a hybrid role in Chicago, IL. You will support Account Executives by servicing clients, answering insurance questions, issuing binders, processing invoices, and coordinating endorsements and renewals.

The position requires 2–3 years of insurance experience, proficiency with Applied/Epic and Microsoft Office, and strong organization and communication skills. Travel up to 10% may be required.

Qualifications

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

Responsabilités

• Assist 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 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.

Connaissances

Insurance experience

Interpersonal skills

Organization

Attention to detail

Outils

Applied/Epic

Microsoft Office

Adobe Acrobat

Description du poste

OneDigital is seeking an Account Manager for a hybrid role in Chicago, IL. You will support Account Executives by servicing clients, answering insurance questions, issuing binders, processing invoices, and coordinating endorsements and renewals.

The position requires 2–3 years of insurance experience, proficiency with Applied/Epic and Microsoft Office, and strong organization and communication skills. Travel up to 10% may be required.