Insurance Account Manager - Client Success

Digital Insurance LLC; Morristown (NJ); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development

Job summary

OneDigital is seeking a skilled insurance professional to support account teams and service clients. The role involves assisting with binders, invoicing, endorsements, and renewals while maintaining strong client relationships.

Ideal candidates have 2–3 years of insurance experience and proficiency with Applied/Epic, and MS Office. The position emphasizes accuracy, organization, and the ability to manage multiple tasks in a fast-paced environment.

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.

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

Skills

Insurance experience

Client service

Microsoft Office

Applied/Epic

Adobe Acrobat

Attention to detail

Organization

Tools

Applied/Epic

Adobe Acrobat

Job description

OneDigital is seeking a skilled insurance professional to support account teams and service clients. The role involves assisting with binders, invoicing, endorsements, and renewals while maintaining strong client relationships.

Ideal candidates have 2–3 years of insurance experience and proficiency with Applied/Epic, and MS Office. The position emphasizes accuracy, organization, and the ability to manage multiple tasks in a fast-paced environment.