OneDigital

Compensation

Full Description

Description: • 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. • 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. • College Graduate (a plus, but not required) • Brokers Illinois 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 • reimbursement of job-related expenses per the company policy • employee perks and discounts