Basic knowledge of Property and Casualty insurance coverage
Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
Ability to navigate vendor or agency management systems
Proficiency in AMS / Applied / Epic or willingness to learn
Good organization skills and attention to detail
Responsibilities
Assist Account Executive in marketing and servicing clients
Lead the renewals process, ensuring timely progress
Build and maintain relationships with clients, addressing basic insurance inquiries
Process invoices for new and renewal policies
Update AMS/Applied/Epic system and shared drive with coverage changes
Complete surplus lines filings and preliminary policy checks
Collaborate on client proposals with Account Executives
Benefits
Health and wellbeing benefits
Retirement and financial benefits
Paid time off
Overtime pay for non-exempt employees
Robust learning and development programs
Reimbursement of job-related expenses
Employee perks and discounts
Full Job Description
Our Newest Opportunity:
Essential Duties and Responsibilities
Assist Account Executive in marketing and servicing clients within the account team
Lead the renewals process by overseeing underwriting, account executives, and clients to ensure the process is moving smoothly and on time.
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
Update the AMS/Applied/Epic system and the shared drive to reflect changes during the coverage term
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
Complete proposals for clients or collaborate with Account Executives on client proposals
All other duties and projects as assigned
Work Experience
3-5 years of insurance experience
Technical Skills
Property & Casualty License
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 AMS / 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.
The typical base pay range for this role is: $80,000 - $100,000
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
About OneDigital
OneDigital is a leading insurance brokerage and benefits administration company in the United States. The company was founded in 2000 and is headquartered in Atlanta, Georgia. OneDigital offers a wide range of insurance products and services, including health, dental, vision, life, disability, and voluntary benefits. The company serves clients in a variety of industries, including technology, healthcare, manufacturing, and retail. OneDigital has been recognized as one of the fastest-growing companies in the United States by Inc. Magazine and has received numerous awards for its innovative approach to employee benefits.
