Insurance Account Partner | Client Risk & Benefits

OneDigital; Taylor (MI); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Retirement benefits

Paid time off

Learning & development programs

Expense reimbursement

Employee perks & discounts

Job summary

OneDigital is hiring for an insurance servicing role designed to support account teams and clients. The position emphasizes assisting with binders, policy changes, invoicing, and loss runs while maintaining strong client relationships.

The ideal candidate has 2–3 years of insurance experience and strong skills in MS Office, vendor systems, and Applied/Epic. This is a full-time, on-site opportunity with benefits and growth potential.

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 answer basic insurance questions.
• Maintain appropriate business contact with client.
• Assist with issuing insurance binders.
• Process invoices for new and renewal policies.
• Process change requests from client, setting an activity for endorsement receipt.

Skills

Insurance knowledge

MS Office

Vendor management systems

Applied Epic

Adobe Acrobat

Multitasking

Organization

Detail-oriented

Tools

Microsoft Outlook

Word

Excel

PowerPoint

Adobe Acrobat

Job description

OneDigital is hiring for an insurance servicing role designed to support account teams and clients. The position emphasizes assisting with binders, policy changes, invoicing, and loss runs while maintaining strong client relationships.

The ideal candidate has 2–3 years of insurance experience and strong skills in MS Office, vendor systems, and Applied/Epic. This is a full-time, on-site opportunity with benefits and growth potential.