Insurance Account Specialist — Client Success

OneDigital Investment Advisors LLC; Morristown (NJ); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Learning & development

Expense reimbursement

Employee perks & discounts

Job summary

OneDigital is seeking an Insurance Support professional to assist Account Executives in servicing clients and marketing within the account team. The role requires 2-3 years of insurance experience, solid knowledge of Property and Casualty, and proficiency with MS Outlook, Word, Excel, and PowerPoint.

Ideal candidates will navigate agency management systems and learn Applied/Epic quickly. Strong organization, attention to detail, and the ability to manage multiple tasks are essential for success

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

P&C knowledge

MS Office

AMS systems

Applied/Epic

Adobe Acrobat

Client management

Organization

Attention to detail

Tools

Applied/Epic

Adobe Acrobat

Job description

OneDigital is seeking an Insurance Support professional to assist Account Executives in servicing clients and marketing within the account team. The role requires 2-3 years of insurance experience, solid knowledge of Property and Casualty, and proficiency with MS Outlook, Word, Excel, and PowerPoint.

Ideal candidates will navigate agency management systems and learn Applied/Epic quickly. Strong organization, attention to detail, and the ability to manage multiple tasks are essential for success