Account Manager, Property & Casualty - Sandusky, OH
OneDigital, Sandusky, OH, United States
Personal Lines Account Manager
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. Our newest opportunity: The Personal Lines Account Manager is responsible for day-to-day management of their assigned book of business. Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts. Essential duties and responsibilities (include but are not limited to): 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 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 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 their protected characteristics. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. Thank you for your interest in joining the OneDigital team!
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. Our newest opportunity: The Personal Lines Account Manager is responsible for day-to-day management of their assigned book of business. Responsible for the service of personal lines accounts including data input and prompt, accurate, and courteous service to insureds, and insurance companies regarding those accounts. Essential duties and responsibilities (include but are not limited to): 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 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 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 their protected characteristics. Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. Thank you for your interest in joining the OneDigital team!