Insurance Account Strategist

OneDigital: Insurance, Financial Services, and HR Consulting; Chicago (IL); In loco; USD 80.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Retirement plan

Paid time off

Descrizione del lavoro

OneDigital in Chicago, IL is seeking an Insurance Operations Associate to support Account Executives in servicing clients and marketing at the account level.

You will build client relationships, answer basic insurance questions, issue binders, process invoices, and assist with policy changes, renewals, and endorsements while maintaining accurate records. Strong organization and multitasking are essential.

Competenze

• 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.

Mansioni

• 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 and coordinate endorsements.
• Check and invoice premium audits with explanations.
• Update systems and shared drives reflecting changes.
• Order loss runs for renewals and prepare loss summaries.
• Generate ID cards and certificates of insurance.
• Complete surplus lines filings.

Conoscenze

Property & Casualty knowledge

MS Office (Outlook/Word/Excel/Power BI

Epic/Applied systems

Adobe Acrobat

Client needs management

Organization & attention to detail

Multitasking

Strumenti

Applied / Epic

Microsoft Office Suite

Adobe Acrobat

Descrizione del lavoro

OneDigital in Chicago, IL is seeking an Insurance Operations Associate to support Account Executives in servicing clients and marketing at the account level.

You will build client relationships, answer basic insurance questions, issue binders, process invoices, and assist with policy changes, renewals, and endorsements while maintaining accurate records. Strong organization and multitasking are essential.