Personal Lines Account Manager

Essential Duties and 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 Work Experience 2-3 years of insurance experience. Technical Skills 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. Physical Demands May require lifting up to 25 pounds. Travel Required Up to 10% of the time. Additional Requirements Excellent interpersonal skills and a pleasant disposition required at all times. Ability to work well with others in a fast-paced environment. Team player. Compensation and Benefits 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. Equal Employment Opportunity OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) 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 ("ban the box") laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico. #J-18808-Ljbffr