Strategic Account Manager building relationships for TreviPay, the global B2B payments infrastructure partner. Managing enterprise accounts and leading strategic initiatives for business outcomes.
About the role
- Personal Lines Account Manager overseeing personal lines insurance accounts at OneDigital. Building client relationships and ensuring courteous service to insureds and insurance companies.
Responsibilities
- 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.
- 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.
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.
- 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
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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