Account Manager, Property & Casualty - Sandusky, OH
OneDigital, Sandusky, OH, United States
Most of our clients have built their companies from the ground up. OneDigital has too. We stand alongside these business owners, providing peace of mind that if the unthinkable happens, they are protected. We are their trusted partner to help them manage risks from weather, injuries or other unforeseeable surprises. This gives our clients the ability to focus on what’s most important to them and their employees: doing their best work and living their best lives.
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Personal Lines Account Manager The Personal Lines Account Manager is responsible for day‑to‑day management of their assigned book of business. Responsibilities include the service of personal lines accounts, data input and prompt, accurate, and courteous service to insureds and insurance companies regarding those accounts.
Essential Duties and Responsibilities
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
Receive claim information regarding a loss and report the information to the insurance company the day it was received
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
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Qualifications, Skills and Requirements
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
May require lifting up to 25 pounds
Education, Training and Experience
College Graduate (a plus, but not required)
Ohio Property and Casualty License
2–3 years of insurance experience
Experience with EPIC highly preferred
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
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. To learn more, visit www.onedigital.com/careers.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel
seen, valued, respected, and supported
is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state, and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr
If you are looking for a career where you are helping people and businesses thrive, even during times of uncertainty, OneDigital is the right career for you.
Personal Lines Account Manager The Personal Lines Account Manager is responsible for day‑to‑day management of their assigned book of business. Responsibilities include the service of personal lines accounts, data input and prompt, accurate, and courteous service to insureds and insurance companies regarding those accounts.
Essential Duties and Responsibilities
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
Receive claim information regarding a loss and report the information to the insurance company the day it was received
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
Update the Applied/Epic system and the shared drive to reflect changes during the coverage term
Generate ID cards and certificates of insurance
Complete preliminary policy checking for all accounts and submit change requests to the underwriter
Follow up on open activities
Obtain flood zone determinations and NFIP quotes where applicable
All other duties and projects as assigned
Qualifications, Skills and Requirements
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
May require lifting up to 25 pounds
Education, Training and Experience
College Graduate (a plus, but not required)
Ohio Property and Casualty License
2–3 years of insurance experience
Experience with EPIC highly preferred
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
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non‑exempt employees, and robust learning and development programs. You will receive reimbursement of job‑related expenses per the company policy and may receive employee perks and discounts. To learn more, visit www.onedigital.com/careers.
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel
seen, valued, respected, and supported
is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy, national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state, and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence (AI) technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
#J-18808-Ljbffr