Remote Commercial Lines Account Manager

Tech Sales Jobs; United States; Remote; USD 70,000 - 95,000; Full time

Job summary

OneDigital is seeking an Insurance Administrative Specialist to support Account Executives, service clients, and process insurance transactions remotely. The role emphasizes accuracy, relationship-building with clients, and proficiency with agency management systems.

The candidate will handle binders, invoices, endorsements, and loss runs while maintaining endorsements and client communication. Strong organizational skills and basic P&C knowledge are essential.

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

MS Office

Applied/Epic

Adobe Acrobat

Tools

Applied/Epic

Adobe Acrobat

Outlook

Excel

PowerPoint

Job description

OneDigital is seeking an Insurance Administrative Specialist to support Account Executives, service clients, and process insurance transactions remotely. The role emphasizes accuracy, relationship-building with clients, and proficiency with agency management systems.

The candidate will handle binders, invoices, endorsements, and loss runs while maintaining endorsements and client communication. Strong organizational skills and basic P&C knowledge are essential.