Insurance Account Manager: Trusted Partner for Growth

OneDigital; Chicago (IL); On-site; USD 80,000 - 85,000; Full time

Job summary

OneDigital is hiring for a role focused on servicing insurance accounts, supporting account executives, and building client relationships. The position handles policy processing, invoicing, endorsements, and compliance tasks across varying lines, with opportunities to work with technology platforms like Applied or Epic and Microsoft Office tools.

Ideal candidates have 2–3 years in insurance and strong organization, multitasking, and communication skills to thrive in a fast-paced environment.

Qualifications

• 2-3 years of insurance experience is preferred.
• Proficiency in Microsoft Office applications and industry software.
• Ability to learn agency management systems and related tools.

Responsibilities

• 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 and processing invoices for new/renewal policies.
• Process change requests, endorsements, and verify accuracy for invoicing.
• Update systems and shared drives reflecting coverage changes.
• Order loss runs for renewals and prepare loss summaries.
• Generate ID cards and certificates of insurance.
• Complete surplus lines filings and preliminary policy checks.
• Renew binder extensions and follow up on open activities.
• Obtain premium finance quotes and flood zone determinations.
• All other duties and projects as assigned.

Skills

P&C knowledge

Interpersonal skills

Multitasking

Organization

Attention to detail

Team player

Tools

Applied / Epic

Microsoft Office Suite

Adobe Acrobat

Job description

OneDigital is hiring for a role focused on servicing insurance accounts, supporting account executives, and building client relationships. The position handles policy processing, invoicing, endorsements, and compliance tasks across varying lines, with opportunities to work with technology platforms like Applied or Epic and Microsoft Office tools.

Ideal candidates have 2–3 years in insurance and strong organization, multitasking, and communication skills to thrive in a fast-paced environment.